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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
IAS
826
Insigneo Advisory Services
Florida
$726K
MAG
827
Mayfair Advisory Group
Alabama
$724K
IP
828
Ignite Planners
California
$724K
OBAM
829
ODDO BHF Asset Management
France
$721K
VWM
830
Venturi Wealth Management
Texas
$720K
FHA
831
First Horizon Advisors
Tennessee
$719K
3IP
832
3Chopt Investment Partners
Virginia
$712K
SA
833
Strategic Advisors
New York
$704K
AC
834
AXQ Capital
New Jersey
$702K
PIM
835
Plato Investment Management
Australia
$699K
OFG
836
OmniStar Financial Group
North Carolina
$692K
FIM
837
Freedom Investment Management
Connecticut
$690K
CFG
838
Citizens Financial Group
Rhode Island
$688K
GF
839
Gabelli Funds
New York
$687K
EWA
840
EP Wealth Advisors
California
$684K
RMC
841
Resources Management Corp
Connecticut
$683K
BFIM
842
Beese Fulmer Investment Management
Ohio
$683K
WQ
843
Wealth Quarterback
New Jersey
$682K
CBTWT
844
Community Bank & Trust (Waco, Texas)
Texas
$679K
HPC
845
HM Payson & Co
Maine
$679K
DCM
846
Dudley Capital Management
Virginia
$672K
LWAM
847
Legacy Wealth Asset Management
Minnesota
$671K
EFS
848
Essex Financial Services
Connecticut
$669K
FCM
849
Fourpath Capital Management
Oklahoma
$668K
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$667K