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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
UCMOK
351
United Capital Management of KS
Kansas
$5.17M
LIM
352
Loudon Investment Management
New Hampshire
$5.16M
CTA
353
Chesley Taft & Associates
Illinois
$5.11M
WCM
354
Whitener Capital Management
North Carolina
$4.97M
SCM
355
Shelton Capital Management
Colorado
$4.94M
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.93M
GW
357
Griffith & Werner
Georgia
$4.92M
Focus Partners Wealth
358
Focus Partners Wealth
Massachusetts
$4.92M
RIM
359
Rakuten Investment Management
Japan
$4.88M
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$4.81M
AssetMark Inc
361
AssetMark Inc
California
$4.72M
CCB
362
Country Club Bank
Missouri
$4.7M
BCCM
363
Bridge Creek Capital Management
Massachusetts
$4.67M
OPERF
364
Oregon Public Employees Retirement Fund
Oregon
$4.65M
WP
365
Woodline Partners
California
$4.57M
Grantham, Mayo, Van Otterloo & Co (GMO)
366
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.56M
AI
367
Atom Investors
Texas
$4.56M
Allianz Asset Management
368
Allianz Asset Management
Germany
$4.56M
DIA
369
Dana Investment Advisors
Wisconsin
$4.5M
TC
370
TownSquare Capital
Utah
$4.43M
FCBT
371
First Citizens Bank & Trust
North Carolina
$4.42M
KCM
372
Kempner Capital Management
Texas
$4.39M
SAM
373
Sompo Asset Management
Japan
$4.38M
GAM
374
Griffin Asset Management
New York
$4.38M
PP
375
Patten & Patten
Tennessee
$4.38M