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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
BMA
651
Brooks Moore & Associates
Tennessee
$1.22M
TCOV
652
Trust Company of Vermont
Vermont
$1.22M
CAM
653
Congress Asset Management
Massachusetts
$1.21M
VSQM
654
V-Square Quantitative Management
Illinois
$1.2M
AMBIA
655
Allen Mooney & Barnes Investment Advisors
Georgia
$1.2M
MA
656
MCF Advisors
Kentucky
$1.2M
Empower Advisory Group
657
Empower Advisory Group
Colorado
$1.2M
BP
658
Ballentine Partners
Massachusetts
$1.19M
IWC
659
Integrated Wealth Concepts
Massachusetts
$1.19M
BG
660
Bahl & Gaynor
Ohio
$1.19M
SVWAG
661
Sound View Wealth Advisors Group
Georgia
$1.19M
BWM
662
BCS Wealth Management
Tennessee
$1.19M
CDDEC
663
Caisse Des Depots Et Consignations
France
$1.19M
O
664
Ossiam
France
$1.18M
GAM
665
Gotham Asset Management
New York
$1.18M
MOS
666
MGO One Seven
Ohio
$1.18M
IMC Chicago
667
IMC Chicago
Illinois
$1.17M
CAU
668
Caxton Associates (UK)
$1.17M
ICA
669
Infrastructure Capital Advisors
New York
$1.16M
TCM
670
Teza Capital Management
Illinois
$1.16M
PG
671
Patten Group
Tennessee
$1.16M
GI
672
GAMMA Investing
California
$1.16M
RWA
673
River Wealth Advisors
Pennsylvania
$1.15M
AF
674
Ally Financial
Michigan
$1.15M
DAC
675
Dividend Assets Capital
South Carolina
$1.13M