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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
MOS
626
MGO One Seven
Ohio
$1.6M
Nomura Holdings
627
Nomura Holdings
Japan
$1.59M
WANY
628
Wealthspire Advisors (New York)
New York
$1.59M
STA
629
Summit Trail Advisors
New York
$1.58M
TCOTS
630
Trust Company of the South
North Carolina
$1.58M
Fidelity International
631
Fidelity International
Bermuda
$1.58M
BAM
632
Bayview Asset Management
Florida
$1.57M
HAG
633
HighPoint Advisor Group
Illinois
$1.57M
DZ Bank
634
DZ Bank
Germany
$1.56M
FIA
635
Foundations Investment Advisors
Arizona
$1.56M
OWA
636
Octavia Wealth Advisors
Ohio
$1.56M
TBC
637
Ted Buchan & Co
California
$1.56M
CNBT
638
Canandaigua National Bank & Trust
New York
$1.56M
ACL
639
Applied Capital LLC
Florida
$1.54M
OPA
640
Old Port Advisors
Maine
$1.53M
O
641
Ossiam
France
$1.53M
LAM
642
LOM Asset Management
$1.53M
EOJOAM
643
E. Ohman J:or Asset Management
Sweden
$1.52M
KWA
644
Kingswood Wealth Advisors
California
$1.52M
MYIA
645
Mount Yale Investment Advisors
Colorado
$1.52M
BBHC
646
Brown Brothers Harriman & Co
New York
$1.51M
GLR
647
Great Lakes Retirement
Ohio
$1.51M
AIA
648
AssuredPartners Investment Advisors
Florida
$1.5M
CICI
649
Capital Investment Counsel Inc
North Carolina
$1.5M
FAB
650
First American Bank
Illinois
$1.49M