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
GWANC
426
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.75M
PAG
427
Private Advisor Group
New Jersey
$3.73M
XF
428
XML Financial
Maryland
$3.66M
HIMCH
429
Hartford Investment Management Co (HIMCO)
Connecticut
$3.6M
CG
430
Caprock Group
Idaho
$3.58M
LFG
431
Larson Financial Group
Missouri
$3.56M
DIA
432
Dean Investment Associates
Ohio
$3.55M
TI
433
Tidal Investments
Wisconsin
$3.49M
WG
434
Winton Group
United Kingdom
$3.47M
CWP
435
Concord Wealth Partners
Virginia
$3.44M
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$3.4M
HWAM
437
Hennion & Walsh Asset Management
New Jersey
$3.39M
CA
438
Commerzbank Aktiengesellschaft
Germany
$3.38M
PCM
439
Polymer Capital Management
New York
$3.37M
CAG
440
Csenge Advisory Group
Florida
$3.36M
HT
441
Heritage Trust
Oklahoma
$3.36M
CGH
442
Crossmark Global Holdings
Texas
$3.36M
FDP
443
Financiere des Professionnels
Quebec, Canada
$3.33M
MA
444
Montag & Associates
Georgia
$3.28M
GIBU
445
Gulf International Bank (UK)
United Kingdom
$3.27M
DWM
446
Dakota Wealth Management
Florida
$3.27M
FB
447
Fulton Bank
Pennsylvania
$3.26M
Allspring Global Investments
448
Allspring Global Investments
North Carolina
$3.24M
FM
449
Freemont Management
Switzerland
$3.23M
CAMV
450
Concord Asset Management (Virginia)
Virginia
$3.23M