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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
NMERB
476
New Mexico Educational Retirement Board
New Mexico
$2.91M
HIC
477
Holderness Investments Company
North Carolina
$2.91M
IG
478
ING Group
Netherlands
$2.9M
LIP
479
Lighthouse Investment Partners
Florida
$2.89M
Allianz Asset Management
480
Allianz Asset Management
Germany
$2.88M
TWC
481
The Woodbridge Company
Ontario, Canada
$2.85M
AWM
482
Apollon Wealth Management
South Carolina
$2.84M
PCM
483
Poehling Capital Management
Wisconsin
$2.84M
CA
484
Cullinan Associates
Kentucky
$2.83M
BAMF
485
BI Asset Management Fondsmaeglerselskab
Denmark
$2.78M
VA
486
Veratis Advisors
North Carolina
$2.74M
RK
487
Rather & Kittrell
Tennessee
$2.73M
HCP
488
Hardin Capital Partners
South Carolina
$2.72M
CM
489
Caption Management
Oklahoma
$2.71M
FNT
490
First National Trust
Pennsylvania
$2.7M
KCPG
491
Kavar Capital Partners Group
Kansas
$2.7M
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$2.68M
SM
493
Salzhauer Michael
$2.67M
CIA
494
Capital Investment Advisors
Georgia
$2.65M
DEM
495
Disciplined Equity Management
Florida
$2.63M
PAS
496
Park Avenue Securities
New York
$2.63M
FNB
497
Farmers National Bank
Kentucky
$2.61M
ABTD
498
Arvest Bank Trust Division
Oklahoma
$2.6M
KFP
499
KMG Fiduciary Partners
Ohio
$2.59M
Balyasny Asset Management
500
Balyasny Asset Management
Illinois
$2.58M