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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
SEIA
851
Signature Estate & Investment Advisors
California
$658K
CCM
852
Canal Capital Management
Virginia
$658K
BAM
853
Broyhill Asset Management
North Carolina
$658K
FCA
854
FLC Capital Advisors
California
$652K
KWA
855
Kingswood Wealth Advisors
California
$651K
IWM
856
IHT Wealth Management
Illinois
$651K
CFB
857
Cullen/Frost Bankers
Texas
$650K
FT
858
Fiduciary Trust
Massachusetts
$649K
WCAMG
859
Woodard & Company Asset Management Group
North Carolina
$646K
IWA
860
Inspirion Wealth Advisors
Illinois
$646K
EHWM
861
Eads & Heald Wealth Management
Georgia
$644K
AWM
862
Atticus Wealth Management
Florida
$643K
AG
863
AlTi Global
New York
$642K
MLA
864
My Legacy Advisors
Oregon
$637K
SLI
865
Sumitomo Life Insurance
Japan
$635K
PCIA
866
Prime Capital Investment Advisors
Kansas
$634K
GT
867
Greenleaf Trust
Michigan
$634K
CHC
868
City Holding Co
West Virginia
$632K
FM
869
Foster & Motley
Ohio
$631K
TAM
870
Trust Asset Management
Texas
$631K
SB
871
Strategic Blueprint
Georgia
$627K
PTC
872
Private Trust Company
Ohio
$626K
RBI
873
Raiffeisen Bank International
Austria
$626K
FRM
874
Fox Run Management
Connecticut
$625K
SOS
875
Silver Oak Securities
Tennessee
$624K