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Truist Financial

1,541 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 624 increasing their positions, 590 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,5551,541 (-14)

7% less capital invested

Capital invested by funds: $42.4B → $39.5B (-$2.88B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$605M
Puts
$379M
Net Calls
Net Calls Change

Top Buyers

1 +$578M
2 +$247M
3 +$135M
4
Invesco
Invesco
Georgia
+$131M
5
Barclays
Barclays
United Kingdom
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Moore Capital Management
New York
$9.56M
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$9.49M
NCM
253
Nearwater Capital Markets
Ireland
$9.47M
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$9.27M
Wealthfront Advisers
255
Wealthfront Advisers
California
$9.14M
Arrowstreet Capital
256
Arrowstreet Capital
Massachusetts
$9.12M
URS
257
Utah Retirement Systems
Utah
$9.1M
BCAM
258
Boston Common Asset Management
Massachusetts
$9.06M
TS
259
Triglav Skladi
Slovenia
$8.99M
FNT
260
First National Trust
Pennsylvania
$8.81M
Parallax Volatility Advisers
261
Parallax Volatility Advisers
California
$8.77M
CAM
262
Cresset Asset Management
Illinois
$8.63M
BEI
263
Benjamin Edwards Inc
Missouri
$8.62M
KAS
264
Kestra Advisory Services
Texas
$8.5M
HPCM
265
Hunter Perkins Capital Management
Illinois
$8.37M
UIM
266
USS Investment Management
United Kingdom
$8.27M
CCMINC
267
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.18M
IIM
268
Intact Investment Management
Quebec, Canada
$8.16M
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$8.04M
RP
270
Rowlandmiller & Partners
Georgia
$8.01M
PFSRSONJ
271
Police & Firemen's Retirement System of New Jersey
New Jersey
$7.98M
SBIA
272
Sheaff Brock Investment Advisors
Indiana
$7.94M
LCM
273
Logan Capital Management
Pennsylvania
$7.85M
NA
274
NewEdge Advisors
Louisiana
$7.85M
SAM
275
Socorro Asset Management
Texas
$7.84M