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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
Nordea Investment Management
376
Nordea Investment Management
Sweden
$4.36M
CTA
377
Colonial Trust Advisors
South Carolina
$4.35M
MSU
378
Mizuho Securities USA
New York
$4.34M
MME
379
Meag Munich Ergo
Germany
$4.27M
PPWP
380
Proquility Private Wealth Partners
Nevada
$4.27M
CA
381
Cullinan Associates
Kentucky
$4.25M
MF
382
Magnetar Financial
Illinois
$4.24M
Lido Advisors
383
Lido Advisors
California
$4.22M
TRSOTSOK
384
Teachers Retirement System of the State of Kentucky
Kentucky
$4.21M
AV
385
ASR Vermogensbeheer
Netherlands
$4.19M
AF
386
Avanza Fonder
Sweden
$4.19M
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.17M
NIM
388
NEOS Investment Management
Connecticut
$4.16M
HW
389
Hedeker Wealth
Illinois
$4.15M
CM
390
Caption Management
Oklahoma
$4.14M
CIAS
391
Capital Investment Advisory Services
North Carolina
$4.1M
FA
392
Fiduciary Alliance
South Carolina
$4.06M
PAA
393
Peregrine Asset Advisers
Oregon
$4.04M
WSCM
394
Wellington Shields Capital Management
New York
$4.03M
OPS
395
Orion Portfolio Solutions
Nebraska
$4.03M
BCI
396
Brinker Capital Investments
Pennsylvania
$4.03M
KeyBank National Association
397
KeyBank National Association
Ohio
$3.97M
CB
398
Commerce Bank
Missouri
$3.84M
VCA
399
Verdence Capital Advisors
Maryland
$3.8M
AWM
400
Axxcess Wealth Management
California
$3.79M