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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
CPWA
851
Cerro Pacific Wealth Advisors
California
$768K
RWM
852
Riverbend Wealth Management
South Carolina
$766K
Fisher Asset Management
853
Fisher Asset Management
Washington
$763K
MMPW
854
Mitchell McLeod Pugh & Williams
Alabama
$762K
PPWM
855
Paragon Private Wealth Management
Kentucky
$761K
FHC
856
First Horizon Corporation
Tennessee
$757K
SC
857
Syon Capital
California
$756K
PWM
858
Pines Wealth Management
North Carolina
$754K
WWA
859
WCG Wealth Advisors
Nevada
$751K
AFP
860
Ausdal Financial Partners
Iowa
$748K
FWA
861
FSM Wealth Advisors
Ohio
$747K
BB
862
Busey Bank
Illinois
$746K
CWM
863
Centurion Wealth Management
Virginia
$744K
CWA
864
Centennial Wealth Advisory
Michigan
$740K
CRC
865
Curi RMB Capital
Illinois
$739K
XSC
866
X-Square Capital
Puerto Rico
$736K
MNBTD
867
Moody National Bank Trust Division
Texas
$735K
AWMS
868
Advocacy Wealth Management Services
Georgia
$734K
ISL
869
Ingalls & Snyder LLC
New York
$734K
SCP
870
Sivia Capital Partners
California
$731K
PIFP
871
Partners in Financial Planning
Virginia
$729K
WCM
872
Washington Capital Management
Washington
$728K
S
873
Sunpointe
Missouri
$727K
AAP
874
Arax Advisory Partners
Colorado
$727K
SVWAG
875
Sound View Wealth Advisors Group
Georgia
$726K