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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
TIA
801
Tandem Investment Advisors
South Carolina
$782K
TAM
802
Todd Asset Management
Kentucky
$781K
FFM
803
Forum Financial Management
Illinois
$778K
RWB
804
RMR Wealth Builders
New Jersey
$777K
CL
805
CSS LLC
Illinois
$766K
ACM
806
AlphaStar Capital Management
North Carolina
$762K
WA
807
WESPAC Advisors
California
$762K
LCWP
808
Legacy Capital Wealth Partners
Arkansas
$761K
RFA
809
Register Financial Advisors
Georgia
$757K
PIWA
810
Prevail Innovative Wealth Advisors
Kansas
$753K
SW
811
SVB Wealth
Massachusetts
$752K
USCWA
812
U.S. Capital Wealth Advisors
Texas
$750K
P
813
Pitcairn
Pennsylvania
$749K
VFA
814
Valeo Financial Advisors
Indiana
$748K
AT
815
American Trust
Kentucky
$747K
ECA
816
Elevated Capital Advisors
Utah
$746K
CA
817
Cornerstone Advisory
Maryland
$744K
SSWM
818
Sheets Smith Wealth Management
North Carolina
$744K
GFA
819
Gallagher Fiduciary Advisors
Illinois
$740K
I
820
INVST
Indiana
$739K
SWP
821
Sagespring Wealth Partners
Tennessee
$735K
JIC
822
Johnson Investment Counsel
Ohio
$733K
Vontobel Holding
823
Vontobel Holding
Switzerland
$733K
BFW
824
Brady Family Wealth
Missouri
$727K
FCB
825
First County Bank
Connecticut
$727K