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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
AFG
876
Atomi Financial Group
New York
$623K
BB
877
Busey Bank
Illinois
$623K
CAM
878
CenterStar Asset Management
Illinois
$620K
ECM
879
ExodusPoint Capital Management
New York
$619K
FOFP
880
Fee-Only Financial Planning
South Carolina
$619K
PAM
881
Panagora Asset Management
Massachusetts
$618K
NEI
882
Northwest & Ethical Investments
Ontario, Canada
$617K
Loomis, Sayles & Company
883
Loomis, Sayles & Company
Massachusetts
$616K
LCGC
884
Legacy Capital Group California
California
$614K
PIFP
885
Partners in Financial Planning
Virginia
$609K
FMI
886
F/M Investments
District of Columbia
$609K
MCM
887
MAI Capital Management
Ohio
$609K
ECM
888
Evergreen Capital Management
Washington
$608K
RWM
889
Riverbend Wealth Management
South Carolina
$608K
LP
890
LMR Partners
United Kingdom
$608K
CWM
891
Centurion Wealth Management
Virginia
$607K
PPWP
892
Premier Path Wealth Partners
New Jersey
$606K
MFT
893
Moisand Fitzgerald Tamayo
Florida
$605K
FC
894
Farringdon Capital
United Kingdom
$605K
SWM
895
Spire Wealth Management
Virginia
$603K
MMHP
896
Murphy Middleton Hinkle & Parker
Georgia
$600K
MC
897
Montag & Caldwell
Georgia
$599K
OHWA
898
Oak Hill Wealth Advisors
Virginia
$598K
NGA
899
Naples Global Advisors
Florida
$593K
SF
900
Symphony Financial
Texas
$592K