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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
UBV
676
United Bank (Virginia)
Virginia
$1.33M
OAM
677
Ostrum Asset Management
France
$1.3M
ACM
678
Aster Capital Management
United Arab Emirates
$1.3M
BTC
679
Bank & Trust Company
Illinois
$1.29M
SWP
680
Sagespring Wealth Partners
Tennessee
$1.29M
WP
681
WealthShield Partners
North Carolina
$1.29M
RC
682
RBF Capital
California
$1.27M
EPW
683
Evolve Private Wealth
California
$1.27M
FFA
684
Founders Financial Alliance
North Carolina
$1.26M
SOS
685
Silver Oak Securities
Tennessee
$1.26M
AFG
686
Atomi Financial Group
New York
$1.25M
PG
687
Patten Group
Tennessee
$1.24M
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M
CSA
689
Cornerstone Select Advisors
Missouri
$1.22M
MAG
690
Meadowbrook Advisors Group
New Jersey
$1.22M
VSQM
691
V-Square Quantitative Management
Illinois
$1.22M
BIM
692
Bridges Investment Management
Nebraska
$1.22M
VI
693
Vestcor Inc
New Brunswick, Canada
$1.22M
CTI
694
Community Trust & Investment
Kentucky
$1.21M
OBAM
695
ODDO BHF Asset Management
France
$1.21M
PIM
696
Provident Investment Management
Michigan
$1.2M
MSA
697
Marino Stram & Associates
Massachusetts
$1.19M
FT
698
Fiduciary Trust
Massachusetts
$1.19M
ACM
699
AlphaStar Capital Management
North Carolina
$1.19M
SSG
700
Summit Securities Group
New York
$1.17M