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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
TAM
876
Trust Asset Management
Texas
$726K
3IP
877
3Chopt Investment Partners
Virginia
$724K
LCGC
878
Legacy Capital Group California
California
$720K
ZCP
879
Z3 Capital Partners
Virginia
$719K
APC
880
Aspire Private Capital
North Carolina
$718K
AW
881
Alteri Wealth
California
$718K
FCB
882
First County Bank
Connecticut
$718K
PAM
883
Panagora Asset Management
Massachusetts
$717K
KP
884
Keel Point
Alabama
$713K
FDS
885
First Dallas Securities
Texas
$711K
PCM
886
Princeton Capital Management
New Jersey
$710K
AGWCA
887
Annis Gardner Whiting Capital Advisors
Florida
$710K
TYCC
888
Texas Yale Capital Corp
Florida
$709K
DWAM
889
Duncan Williams Asset Management
Tennessee
$706K
CW
890
Code Waechter
Florida
$702K
SLI
891
Sumitomo Life Insurance
Japan
$702K
PPWP
892
Premier Path Wealth Partners
New Jersey
$699K
LFS
893
Lighthouse Financial Services
California
$693K
RPC
894
Rossmore Private Capital
Connecticut
$692K
PWM
895
Prosperity Wealth Management
California
$691K
MFT
896
Moisand Fitzgerald Tamayo
Florida
$689K
MIF
897
Mediolanum International Funds
Ireland
$688K
1IA
898
1620 Investment Advisors
Massachusetts
$688K
FCCM
899
First City Capital Management
Georgia
$685K
CW
900
CreativeOne Wealth
Kansas
$684K