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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
ZIC
551
ZWJ Investment Counsel
Georgia
$1.87M
GWM
552
Geneos Wealth Management
Colorado
$1.87M
AWC
553
Abundance Wealth Counselors
Pennsylvania
$1.86M
TRCT
554
Tower Research Capital (TRC)
New York
$1.85M
IIM
555
INTECH Investment Management
Florida
$1.85M
UCFA
556
United Capital Financial Advisors
Texas
$1.83M
GIA
557
GHP Investment Advisors
Colorado
$1.83M
MAM
558
Marotta Asset Management
Virginia
$1.8M
AIM
559
AHL Investment Management
Florida
$1.8M
IRC
560
Investors Research Corp
Georgia
$1.79M
BTI
561
Blue Trust Inc
Georgia
$1.77M
AG
562
AIA Group
Hong Kong
$1.76M
GT
563
Glenmede Trust
Pennsylvania
$1.76M
VA
564
Vident Advisory
Georgia
$1.75M
NMIMC
565
Northwestern Mutual Investment Management Company
Wisconsin
$1.72M
CG
566
Caprock Group
Idaho
$1.72M
AA
567
Argent Advisors
Louisiana
$1.71M
Nomura Holdings
568
Nomura Holdings
Japan
$1.71M
FIA
569
Foundations Investment Advisors
Arizona
$1.7M
AI
570
Arvest Investments
Arkansas
$1.7M
TL
571
Tradewinds LLC
North Carolina
$1.69M
JSSH
572
J. Safra Sarasin Holding
$1.68M
OL
573
one8zero8 LLC
North Carolina
$1.66M
HWA
574
Heritage Wealth Advisors
Virginia
$1.65M
HAG
575
HF Advisory Group
Maryland
$1.65M