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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
LFAS
576
Level Four Advisory Services
Texas
$1.65M
CIC
577
Cornercap Investment Counsel
Georgia
$1.64M
MA
578
Mutual Advisors
Nebraska
$1.63M
BC
579
Bridgefront Capital
Texas
$1.63M
TCPW
580
Twin City Private Wealth
North Carolina
$1.63M
KTC
581
Kentucky Trust Company
Kentucky
$1.62M
OWA
582
Octavia Wealth Advisors
Ohio
$1.62M
BI
583
Ballast Inc
Kentucky
$1.62M
ACM
584
Aquatic Capital Management
Illinois
$1.61M
IA
585
Icon Advisers
Colorado
$1.61M
MIS
586
Morningstar Investment Services
Illinois
$1.6M
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.6M
CBT
588
Crews Bank & Trust
Florida
$1.6M
NRS
589
Neville Rodie & Shaw
New York
$1.59M
DAM
590
Diamant Asset Management
Connecticut
$1.59M
TMAM
591
Tokio Marine Asset Management
Japan
$1.58M
BFG
592
Bleakley Financial Group
New Jersey
$1.58M
KA
593
Kintegral Advisory
New York
$1.58M
SFA
594
Sequoia Financial Advisors
Ohio
$1.58M
UB
595
UMB Bank
Missouri
$1.57M
OIA
596
OneDigital Investment Advisors
Kansas
$1.57M
BCP
597
Berkeley Capital Partners
Georgia
$1.56M
NS
598
NBC Securities
Alabama
$1.56M
GAM
599
Generali Asset Management
Italy
$1.55M
CNC
600
Citizens & Northern Corp
Pennsylvania
$1.55M