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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
AG
576
Ascent Group
Virginia
$1.94M
GT
577
Greenleaf Trust
Michigan
$1.93M
BTD
578
BankPlus Trust Department
Mississippi
$1.92M
CFO
579
Callan Family Office
Pennsylvania
$1.91M
SJIM
580
St. Johns Investment Management
Florida
$1.9M
NFG
581
Norris Financial Group
South Carolina
$1.89M
FRA
582
Frank Rimerman Advisors
California
$1.88M
HWA
583
Heritage Wealth Advisors
Virginia
$1.88M
KTC
584
Kentucky Trust Company
Kentucky
$1.88M
NCM
585
Novare Capital Management
North Carolina
$1.87M
CIC
586
Cornercap Investment Counsel
Georgia
$1.86M
IAMOG
587
Investors Asset Management of Georgia
Georgia
$1.85M
ACP
588
Arcus Capital Partners
Georgia
$1.85M
QCG
589
Quadrant Capital Group
Ohio
$1.85M
TRCT
590
Tower Research Capital (TRC)
New York
$1.85M
MSA
591
MUFG Securities Americas
New York
$1.84M
KA
592
Kintegral Advisory
New York
$1.83M
CFD
593
Creative Financial Designs
Indiana
$1.82M
AI
594
Arvest Investments
Arkansas
$1.82M
PA
595
Procyon Advisors
Connecticut
$1.8M
OL
596
one8zero8 LLC
North Carolina
$1.8M
HAI
597
Hennessy Advisors Inc
California
$1.8M
IA
598
IFG Advisory
Georgia
$1.78M
WIA
599
World Investment Advisors
California
$1.78M
CT
600
Colonial Trust
South Carolina
$1.77M