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Truist Financial

1,561 hedge funds and large institutions have $43.3B invested in Truist Financial in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 627 increasing their positions, 579 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 91

32% more call options, than puts

Call options by funds: $518M | Put options by funds: $393M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 579

5% more capital invested

Capital invested by funds: $41.3B → $43.3B (+$2.04B)

1% more funds holding

Funds holding: 1,5481,561 (+13)

0.11% more ownership

Funds ownership: 73.41%73.52% (+0.11%)

Holders
1,561
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
129
Increased
627
Reduced
579
Closed
91
Calls
$518M
Puts
$393M
Net Calls
+$126M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.44B -$63.1M -1,400,233 -1%
Capital International Investors
2
Capital International Investors
California
$4.92B +$15.6M +346,423 +0.3%
BlackRock
3
BlackRock
New York
$4.68B -$200M -4,435,361 -4%
State Street
4
State Street
Massachusetts
$2.73B -$21.5M -477,010 -0.8%
Bank of America
5
Bank of America
North Carolina
$1.73B -$37.3M -826,306 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$1.36B -$84.5M -1,874,703 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.32B +$34.4M +763,701 +3%
Morgan Stanley
8
Morgan Stanley
New York
$930M +$8.69M +192,647 +1%
Charles Schwab
9
Charles Schwab
California
$804M +$1.04M +23,040 +0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$661M -$27.9M -617,803 -4%
Invesco
11
Invesco
Georgia
$632M -$7.9M -175,285 -1%
Northern Trust
12
Northern Trust
Illinois
$620M -$7.63M -169,261 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$572M -$108M -2,397,870 -16%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$534M -$234M -5,180,325 -31%
American Century Companies
15
American Century Companies
Missouri
$526M -$59.9M -1,327,568 -10%
Federated Hermes
16
Federated Hermes
Pennsylvania
$478M +$36.7M +813,177 +8%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$475M +$465M +10,310,523 +13,512%
UBS AM
18
UBS AM
Illinois
$427M -$136M -3,010,240 -24%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$388M +$7.6M +168,464 +2%
Goldman Sachs
20
Goldman Sachs
New York
$366M +$44M +974,981 +14%
Legal & General Group
21
Legal & General Group
United Kingdom
$361M +$29.6M +655,542 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$349M -$4.29M -95,197 -1%
UBS Group
23
UBS Group
Switzerland
$312M +$17.4M +386,175 +6%
Raymond James Financial
24
Raymond James Financial
Florida
$226M +$18.1M +400,681 +9%
Truist Financial
25
Truist Financial
North Carolina
$223M +$22.3M +495,280 +11%

TFC Hedge Fund Activity: Q3 2025 in Review

1,561 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2025, worth a combined $43.3B — up 4.9% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new TFC positions and 91 closed out — a net gain of 38 holders — while 627 added to existing stakes and 579 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $465M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 1,561 institutional investors held Truist Financial (TFC) as of Q3 2025, up from 1,548 in Q2 2025.
  • Funds reported $43.3B of Truist Financial stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 129 funds opened new Truist Financial positions in Q3 2025 and 91 closed out, a net change of +38 holders.
  • The largest Truist Financial buyer in Q3 2025 was Wellington Management Group, an estimated $465M added.
  • The largest Truist Financial seller in Q3 2025 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2025.