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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
MCM
701
MAI Capital Management
Ohio
$1.17M
FFM
702
Forum Financial Management
Illinois
$1.17M
APW
703
Alliance Private Wealth
Massachusetts
$1.17M
LC
704
Lawood & Co
Pennsylvania
$1.17M
SCA
705
Stonebridge Capital Advisors
Minnesota
$1.16M
SC
706
Scotia Capital
Ontario, Canada
$1.15M
CAC
707
Certified Advisory Corp
Florida
$1.14M
IF
708
Intrua Financial
Texas
$1.14M
PP
709
Prudential plc
United Kingdom
$1.14M
FTWA
710
Fifth Third Wealth Advisors
Ohio
$1.13M
Harris Associates
711
Harris Associates
Illinois
$1.13M
PC
712
Parrish Capital
Georgia
$1.12M
SF
713
Summit Financial
New Jersey
$1.12M
GCA
714
Greenwood Capital Associates
South Carolina
$1.12M
CCM
715
Coldstream Capital Management
Washington
$1.12M
EWM
716
EPG Wealth Management
Georgia
$1.12M
FSA
717
Financial Security Advisor
Virginia
$1.11M
SCA
718
STALEY CAPITAL ADVISERS
Pennsylvania
$1.11M
SL
719
Salomon & Ludwin
Virginia
$1.11M
TE
720
Tema ETFs
New York
$1.1M
BIA
721
BHK Investment Advisors
Alabama
$1.1M
PCC
722
Park Circle Company
Maryland
$1.1M
MCM
723
Monument Capital Management
Virginia
$1.1M
FSA
724
Fort Sheridan Advisors
Illinois
$1.1M
CFCI
725
Comprehensive Financial Consultants Institutional
Indiana
$1.09M