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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
MAS
726
Meeder Advisory Services
Ohio
$1.09M
GT
727
Glenview Trust
Kentucky
$1.09M
SC
728
SouthState Corp
Florida
$1.09M
OC
729
Oakworth Capital
Alabama
$1.08M
PAMG
730
Patton Albertson Miller Group
Tennessee
$1.08M
EWA
731
EP Wealth Advisors
California
$1.07M
KFGG
732
Keystone Financial Group (Georgia)
Georgia
$1.07M
A
733
Argentarii
Ohio
$1.06M
AT
734
American Trust
Kentucky
$1.06M
CAAS
735
Capital Asset Advisory Services
Michigan
$1.06M
WI
736
WBI Investments
New Jersey
$1.05M
JSSH
737
J. Safra Sarasin Holding
$1.05M
BO
738
Bank OZK
Arkansas
$1.04M
MIP
739
Marietta Investment Partners
Wisconsin
$1.04M
TSWM
740
Triangle Securities Wealth Management
North Carolina
$1.04M
DA
741
Dover Advisors
Virginia
$1.03M
CBTWT
742
Community Bank & Trust (Waco, Texas)
Texas
$1.03M
WFS
743
Widmann Financial Services
Maryland
$1.02M
RFA
744
Register Financial Advisors
Georgia
$1.02M
AWM
745
Avior Wealth Management
Nebraska
$1.02M
AFCM
746
Applied Finance Capital Management
Puerto Rico
$1.02M
RA
747
RFG Advisory
Alabama
$1.02M
JSAM
748
J. Safra Asset Management
New York
$1.01M
CA
749
Carson Advisory
Georgia
$1.01M
WF
750
Welch & Forbes
Massachusetts
$1.01M