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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
GT
526
Glenmede Trust
Pennsylvania
$2.34M
SAG
527
SageView Advisory Group
California
$2.33M
SWM
528
SeaCrest Wealth Management
New York
$2.33M
LCM
529
Legato Capital Management
California
$2.32M
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$2.31M
WAOTB
531
Wealth Advisors of Tampa Bay
Florida
$2.29M
SYBT
532
Stock Yards Bank & Trust
Kentucky
$2.29M
GIA
533
GHP Investment Advisors
Colorado
$2.27M
RWM
534
Ritholtz Wealth Management
New York
$2.25M
RCM
535
Raleigh Capital Management
North Carolina
$2.23M
GLLW
536
Graves Light Lenhart Wealth
Virginia
$2.22M
AA
537
Argent Advisors
Louisiana
$2.21M
EF
538
Empirical Finance
Pennsylvania
$2.2M
PFA
539
Pathway Financial Advisers
Indiana
$2.2M
ZIC
540
ZWJ Investment Counsel
Georgia
$2.19M
NDSIB
541
North Dakota State Investment Board
North Dakota
$2.18M
DIP
542
Davis Investment Partners
North Carolina
$2.17M
NERM
543
New England Research & Management
Illinois
$2.16M
IRC
544
Investors Research Corp
Georgia
$2.15M
SFI
545
Susquehanna Fundamental Investments
Pennsylvania
$2.15M
MIM
546
Morningstar Investment Management
Illinois
$2.13M
DADC
547
D.A. Davidson & Co
Montana
$2.13M
SC
548
Savant Capital
Illinois
$2.13M
SLWA
549
San Luis Wealth Advisors
California
$2.12M
Lido Advisors
550
Lido Advisors
California
$2.1M