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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
MIP
601
Marietta Investment Partners
Wisconsin
$1.55M
AOI
602
Auto-Owners Insurance
Michigan
$1.55M
IBOK
603
Independence Bank of Kentucky
Kentucky
$1.55M
IMCOOI
604
Investment Management Corp of Ontario (IMCO)
Canada
$1.54M
JCM
605
Jacobi Capital Management
Pennsylvania
$1.54M
WA
606
Wealth Alliance
New York
$1.53M
JSL
607
JT Stratford LLC
Georgia
$1.53M
LFA
608
Legacy Financial Advisors
Kentucky
$1.51M
ACP
609
Arcus Capital Partners
Georgia
$1.51M
OAM
610
Ostrum Asset Management
France
$1.51M
SJIM
611
St. Johns Investment Management
Florida
$1.51M
HCM
612
Hodges Capital Management
Texas
$1.5M
AF
613
Allworth Financial
California
$1.48M
HWAM
614
Hennion & Walsh Asset Management
New Jersey
$1.47M
PFS
615
Physicians Financial Services
North Carolina
$1.46M
FPGT
616
Financial Partners Group (Tennessee)
Tennessee
$1.46M
PCM
617
Princeton Capital Management
New Jersey
$1.45M
ANTB
618
AMG National Trust Bank
Colorado
$1.45M
MWM
619
Mindset Wealth Management
Indiana
$1.43M
A
620
Argentarii
Ohio
$1.43M
PR
621
Payden & Rygel
California
$1.42M
RCM
622
Raleigh Capital Management
North Carolina
$1.4M
BPA
623
Beacon Pointe Advisors
California
$1.4M
Wolverine Trading
624
Wolverine Trading
Illinois
$1.39M
TAP
625
Tounjian Advisory Partners
Florida
$1.39M