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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
GCP
776
GSA Capital Partners
United Kingdom
$848K
CA
777
Cornerstone Advisors
North Carolina
$848K
BW
778
BIP Wealth
Georgia
$842K
AWA
779
Adapt Wealth Advisors
Georgia
$842K
CAAS
780
Capital Asset Advisory Services
Michigan
$840K
FFA
781
Farther Finance Advisors
California
$839K
AWM
782
Avior Wealth Management
Nebraska
$838K
CA
783
Carson Advisory
Georgia
$835K
LIM
784
Leavell Investment Management
Alabama
$830K
BBHC
785
Brown Brothers Harriman & Co
New York
$828K
SCA
786
STALEY CAPITAL ADVISERS
Pennsylvania
$823K
TIA
787
Trust Investment Advisors
Indiana
$821K
CPWA
788
Cerro Pacific Wealth Advisors
California
$819K
KFGG
789
Keystone Financial Group (Georgia)
Georgia
$819K
DWA
790
Douglass Winthrop Advisors
New York
$816K
GWA
791
Gratus Wealth Advisors
Virginia
$810K
MCWS
792
McKinley Carter Wealth Services
West Virginia
$809K
TTWM
793
TCV Trust & Wealth Management
Virginia
$802K
PT
794
Plimoth Trust
Massachusetts
$797K
SC
795
SouthState Corp
Florida
$797K
TG
796
TCW Group
California
$796K
LCM
797
Leisure Capital Management
California
$792K
NW
798
NewEdge Wealth
Pennsylvania
$789K
APC
799
Aspire Private Capital
North Carolina
$786K
RFG
800
RFP Financial Group
Georgia
$785K