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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
SCA
626
Stonebridge Capital Advisors
Minnesota
$1.38M
EBWM
627
Eagle Bluffs Wealth Management
Missouri
$1.38M
WAOTB
628
Wealth Advisors of Tampa Bay
Florida
$1.37M
BTD
629
BankPlus Trust Department
Mississippi
$1.35M
NERM
630
New England Research & Management
Illinois
$1.35M
BAM
631
Belpointe Asset Management
Nevada
$1.34M
HAI
632
Hennessy Advisors Inc
California
$1.34M
William Blair & Company
633
William Blair & Company
Illinois
$1.33M
DADC
634
D.A. Davidson & Co
Montana
$1.31M
AIP
635
Arrowpoint Investment Partners
Singapore
$1.3M
ACL
636
Applied Capital LLC
Florida
$1.3M
QCG
637
Quadrant Capital Group
Ohio
$1.29M
ACA
638
Aptus Capital Advisors
Alabama
$1.29M
VFA
639
Voya Financial Advisors
Connecticut
$1.28M
PWM
640
PBMares Wealth Management
Virginia
$1.27M
TFG
641
Taylor Financial Group
Virginia
$1.26M
WANY
642
Wealthspire Advisors (New York)
New York
$1.26M
AIA
643
AssuredPartners Investment Advisors
Florida
$1.26M
GS
644
GTS Securities
New York
$1.26M
CNBT
645
Canandaigua National Bank & Trust
New York
$1.26M
FRA
646
Frank Rimerman Advisors
California
$1.25M
SSA
647
Sierra Summit Advisors
Nevada
$1.24M
USAA
648
United Services Automobile Association
Texas
$1.24M
AWS
649
Atria Wealth Solutions
New York
$1.23M
QWM
650
Quadcap Wealth Management
Texas
$1.22M