We are live on ! Find out more
TFC icon

Truist Financial

1,666 hedge funds and large institutions have $47.2B invested in Truist Financial in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 605 increasing their positions, 623 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.72% more ownership

Funds ownership: 73.52%75.24% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 605 | Existing positions reduced: 623

9% less call options, than puts

Call options by funds: $522M | Put options by funds: $576M

Holders
1,666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$522M
Puts
$576M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RP
276
Rowlandmiller & Partners
Georgia
$9.28M
CAM
277
Cresset Asset Management
Illinois
$9.2M
X
278
Xponance
Pennsylvania
$9.18M
CIBC World Market
279
CIBC World Market
Ontario, Canada
$9.12M
1IA
280
1834 Investment Advisors
Wisconsin
$9.06M
AUB
281
Atlantic Union Bankshares
Virginia
$9.04M
KCM
282
Kanawha Capital Management
Virginia
$9.02M
Two Sigma Investments
283
Two Sigma Investments
New York
$9.02M
M&T Bank
284
M&T Bank
New York
$9.01M
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$9.01M
IWA
286
IBEX Wealth Advisors
New Jersey
$8.98M
Ensign Peak Advisors
287
Ensign Peak Advisors
Utah
$8.91M
PAMP
288
Polar Asset Management Partners
Ontario, Canada
$8.87M
BSL
289
Blue Sparrow LLC
Delaware
$8.86M
Point72 Asset Management
290
Point72 Asset Management
Connecticut
$8.8M
CWM
291
CIBC World Markets
New York
$8.77M
LCM
292
Logan Capital Management
Pennsylvania
$8.73M
NYLIM
293
New York Life Investment Management
New York
$8.63M
NIM
294
NEOS Investment Management
Connecticut
$8.63M
CIM
295
Cambria Investment Management
California
$8.58M
EI
296
Ethic Inc
New York
$8.57M
BEI
297
Benjamin Edwards Inc
Missouri
$8.52M
AF
298
Alerus Financial
North Dakota
$8.49M
RIM
299
Rakuten Investment Management
Japan
$8.44M
KWM
300
Kingsview Wealth Management
Oregon
$8.35M