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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
LCM
751
Landscape Capital Management
New Jersey
$1M
HCM
752
Hodges Capital Management
Texas
$1M
RWB
753
RMR Wealth Builders
New Jersey
$999K
TG
754
TCW Group
California
$998K
LFA
755
Legacy Financial Advisors
Kentucky
$994K
DACS
756
Dymon Asia Capital (Singapore)
Singapore
$994K
LGA
757
Lebenthal Global Advisors
New York
$994K
CNTOF
758
Canandaigua National Trust of Florida
New York
$990K
UB
759
UMB Bank
Missouri
$989K
SIM
760
Sterling Investment Management
Arizona
$988K
LA
761
Legacy Advisors
Pennsylvania
$984K
PI
762
PFG Investments
New York
$982K
LCM
763
Leisure Capital Management
California
$978K
IP
764
Ignite Planners
California
$970K
AP
765
Advisortrust Partners
North Carolina
$956K
TAM
766
Todd Asset Management
Kentucky
$955K
FCM
767
Fourpath Capital Management
Oklahoma
$953K
WPA
768
West Paces Advisors
Georgia
$951K
EH
769
Equitable Holdings
New York
$949K
WG
770
Wealth Group
North Carolina
$946K
OFG
771
OmniStar Financial Group
North Carolina
$944K
CRI
772
Commonwealth Retirement Investments
Virginia
$943K
Dodge & Cox
773
Dodge & Cox
California
$942K
PCMN
774
Paradigm Capital Management (Nevada)
Nevada
$940K
CAU
775
Caxton Associates (UK)
$936K