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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
WBWA
676
William B. Walkup & Associates
South Carolina
$1.12M
HH
677
Hilltop Holdings
Texas
$1.12M
FFA
678
Founders Financial Alliance
North Carolina
$1.11M
NCFG
679
New Century Financial Group
New Jersey
$1.11M
UBV
680
United Bank (Virginia)
Virginia
$1.11M
MAS
681
Meeder Advisory Services
Ohio
$1.11M
LTAS
682
Linden Thomas Advisory Services
North Carolina
$1.1M
TIAA Trust, National Association
683
TIAA Trust, National Association
North Carolina
$1.1M
TCOTS
684
Trust Company of the South
North Carolina
$1.1M
IFU
685
iSAM Funds (UK)
United Kingdom
$1.1M
Impax Asset Management Group
686
Impax Asset Management Group
United Kingdom
$1.09M
WP
687
WealthShield Partners
North Carolina
$1.08M
PCMN
688
Paradigm Capital Management (Nevada)
Nevada
$1.08M
FPAS
689
Focus Partners Advisor Solutions
Missouri
$1.08M
DIP
690
Davis Investment Partners
North Carolina
$1.07M
MSA
691
MUFG Securities Americas
New York
$1.07M
RC
692
RBF Capital
California
$1.07M
LBC
693
Lowe Brockenbrough & Co
Virginia
$1.07M
TBC
694
Ted Buchan & Co
California
$1.06M
WPA
695
West Paces Advisors
Georgia
$1.06M
BTC
696
Bank & Trust Company
Illinois
$1.06M
KLCM
697
KG&L Capital Management
Louisiana
$1.05M
ONST
698
Old North State Trust
North Carolina
$1.05M
TI
699
Tidal Investments
Wisconsin
$1.04M
GLR
700
Great Lakes Retirement
Ohio
$1.04M