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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
CCM
801
Canal Capital Management
Virginia
$861K
BFIM
802
Beese Fulmer Investment Management
Ohio
$860K
AV
803
Alamea Verwaltungs
New Jersey
$857K
CCP
804
Cane Capital Partners
Louisiana
$855K
WC
805
Waterloo Capital
Texas
$853K
CWP
806
Cyndeo Wealth Partners
Florida
$852K
WCAMG
807
Woodard & Company Asset Management Group
North Carolina
$849K
UCB
808
United Community Bank
South Carolina
$845K
AWA
809
Aaron Wealth Advisors
Illinois
$843K
HPC
810
HM Payson & Co
Maine
$843K
NGA
811
Naples Global Advisors
Florida
$841K
CPSAC
812
Chas P. Smith & Associates (CPS)
Florida
$837K
IWA
813
Inspirion Wealth Advisors
Illinois
$836K
ECA
814
Elevated Capital Advisors
Utah
$836K
CHC
815
City Holding Co
West Virginia
$831K
IAIM
816
International Assets Investment Management
Florida
$828K
RWM
817
RKL Wealth Management
Pennsylvania
$824K
CIS
818
Capital International Sarl
California
$820K
LWAM
819
Legacy Wealth Asset Management
Minnesota
$818K
GS
820
GTS Securities
New York
$817K
AWA
821
Adapt Wealth Advisors
Georgia
$817K
MG
822
Mather Group
Illinois
$814K
NB
823
NBT Bank
New York
$814K
PCG
824
Prosperity Consulting Group
Maryland
$812K
PWM
825
Perigon Wealth Management
California
$807K