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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
XF
401
XML Financial
Maryland
$3.78M
WG
402
Wealth Group
North Carolina
$3.77M
ISB
403
Iowa State Bank
Iowa
$3.76M
KRS
404
Kentucky Retirement Systems
Kentucky
$3.75M
QCM
405
Qsemble Capital Management
New York
$3.72M
UBG
406
United Bank (Georgia)
Georgia
$3.71M
CA
407
Clearstead Advisors
Ohio
$3.71M
ITC
408
Inspire Trust Company
Nevada
$3.7M
SW
409
SteelPeak Wealth
California
$3.7M
GWMIA
410
Global Wealth Management Investment Advisory
Florida
$3.69M
SWMG
411
Signature Wealth Management Group
Georgia
$3.68M
SFA
412
Semmax Financial Advisors
North Carolina
$3.65M
Pacer Advisors
413
Pacer Advisors
Pennsylvania
$3.64M
KPWS
414
Kestra Private Wealth Services
Texas
$3.53M
AIS
415
AM Investment Strategies
Tennessee
$3.52M
NAAA
416
New Age Alpha Advisors
New York
$3.51M
IC
417
IEQ Capital
California
$3.5M
SG
418
StoneX Group
New York
$3.47M
VanEck Associates
419
VanEck Associates
New York
$3.46M
CB
420
Community Bank
New York
$3.46M
ET
421
Equitable Trust
Tennessee
$3.46M
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
$3.45M
HT
423
HAP Trading
New York
$3.44M
PAG
424
Private Advisor Group
New Jersey
$3.41M
HCM
425
Hengehold Capital Management
Ohio
$3.4M