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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
WIA
726
World Investment Advisors
California
$971K
HAG
727
HighPoint Advisor Group
Illinois
$970K
CAC
728
Certified Advisory Corp
Florida
$968K
BCV
729
Banque Cantonale Vaudoise
Switzerland
$965K
NB
730
Nicolet Bankshares
Wisconsin
$963K
PIM
731
Provident Investment Management
Michigan
$960K
HA
732
Huntleigh Advisors
Missouri
$954K
BJL
733
Brighton Jones LLC
Washington
$949K
EWM
734
EPG Wealth Management
Georgia
$945K
MWM
735
Meridian Wealth Management
Kentucky
$944K
FSA
736
Financial Security Advisor
Virginia
$942K
WFS
737
Widmann Financial Services
Maryland
$941K
MNBTD
738
Moody National Bank Trust Division
Texas
$938K
FFO
739
Fiduciary Family Office
Florida
$938K
STA
740
Summit Trail Advisors
New York
$936K
WCBA
741
Weaver C. Barksdale & Associates
Tennessee
$921K
FSA
742
Fort Sheridan Advisors
Illinois
$920K
RA
743
RFG Advisory
Alabama
$920K
MCM
744
Monument Capital Management
Virginia
$917K
PA
745
Procyon Advisors
Connecticut
$917K
MSA
746
Marino Stram & Associates
Massachusetts
$910K
BIA
747
BHK Investment Advisors
Alabama
$909K
ISL
748
Ingalls & Snyder LLC
New York
$908K
AG
749
Ascent Group
Virginia
$906K
CCM
750
Coldstream Capital Management
Washington
$901K