TFC icon

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
CWA
901
Centennial Wealth Advisory
Michigan
$591K
SCM
902
Sterling Capital Management
North Carolina
$591K
FFG
903
First Financial Group
North Carolina
$590K
IWA
904
Icon Wealth Advisors
Texas
$588K
RPC
905
Rossmore Private Capital
Connecticut
$586K
AAP
906
Arax Advisory Partners
Colorado
$578K
PWM
907
Prosperity Wealth Management
California
$577K
CFO
908
Callan Family Office
Pennsylvania
$573K
XSC
909
X-Square Capital
Puerto Rico
$572K
NSIM
910
North Star Investment Management
Illinois
$570K
PWM
911
Pines Wealth Management
North Carolina
$569K
YP
912
YANKCOM Partnership
South Dakota
$569K
PI
913
PFG Investments
New York
$568K
GWANC
914
Guardian Wealth Advisors (North Carolina)
North Carolina
$567K
FG
915
Fiduciary Group
Georgia
$564K
OAM
916
Oxford Asset Management
United Kingdom
$564K
NB
917
NBT Bank
New York
$563K
IMRF
918
Illinois Municipal Retirement Fund
Illinois
$560K
HPM
919
Hoxton Planning & Management
West Virginia
$559K
PH
920
Pinnacle Holdings
Oklahoma
$556K
MWA
921
Midland Wealth Advisors
Illinois
$555K
CI
922
Cigna Investments
Connecticut
$555K
EIA
923
Eastover Investment Advisors
North Carolina
$555K
AIC
924
Archer Investment Corporation
Indiana
$552K
WC
925
Waterloo Capital
Texas
$551K