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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
FCA
701
Fortis Capital Advisors
Kansas
$1.04M
BPWM
702
Badgley Phelps Wealth Managers
Washington
$1.03M
IAIM
703
International Assets Investment Management
Florida
$1.03M
FTWA
704
Fifth Third Wealth Advisors
Ohio
$1.03M
HI
705
Horizon Investments
North Carolina
$1.03M
MS
706
Madden Securities
Texas
$1.02M
MIH
707
Meitav Investment House
Israel
$1.02M
CFCI
708
Comprehensive Financial Consultants Institutional
Indiana
$1.02M
XT
709
XTX Topco
Cayman Islands
$1.02M
RCM
710
Rokos Capital Management
United Kingdom
$1.02M
BIM
711
Bridges Investment Management
Nebraska
$1.02M
BO
712
Bank OZK
Arkansas
$1.02M
CTI
713
Community Trust & Investment
Kentucky
$1.01M
WF
714
Welch & Forbes
Massachusetts
$1.01M
OTL
715
Oak Thistle LLC
New York
$1.01M
SCA
716
Snowden Capital Advisors
New York
$999K
VI
717
Vestcor Inc
New Brunswick, Canada
$998K
CF
718
Centaurus Financial
California
$992K
FL
719
Fourthstone LLC
Missouri
$988K
CSA
720
Cornerstone Select Advisors
Missouri
$984K
PAMG
721
Patton Albertson Miller Group
Tennessee
$983K
VA
722
VestGen Advisors
Illinois
$982K
DA
723
Dover Advisors
Virginia
$978K
GCA
724
Greenwood Capital Associates
South Carolina
$977K
CPSAC
725
Chas P. Smith & Associates (CPS)
Florida
$977K