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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
CCA
926
Checchi Capital Advisers
California
$550K
PCG
927
Prosperity Consulting Group
Maryland
$549K
EWA
928
Exencial Wealth Advisors
Oklahoma
$546K
SACTSONJ
929
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$540K
FCCM
930
First City Capital Management
Georgia
$540K
EH
931
Equitable Holdings
New York
$540K
SC
932
SummitTX Capital
Texas
$538K
MW
933
Marcum Wealth
Ohio
$537K
AW
934
Alteri Wealth
California
$533K
CIC
935
Chilton Investment Company
Connecticut
$533K
ACP
936
Aviance Capital Partners
Florida
$532K
WT
937
Whittier Trust
California
$532K
WC
938
Westhampton Capital
North Carolina
$532K
RWM
939
RKL Wealth Management
Pennsylvania
$531K
NAS
940
Nicolet Advisory Services
Wisconsin
$531K
DWAM
941
Duncan Williams Asset Management
Tennessee
$530K
GIA
942
Gladstone Institutional Advisory
Florida
$530K
RA
943
Ransom Advisory
Rhode Island
$527K
MIM
944
Morningstar Investment Management
Illinois
$526K
CCT
945
Chemung Canal Trust
New York
$523K
HBW
946
Hazlett, Burt & Watson
West Virginia
$520K
WAAG
947
Wealth Alliance Advisory Group
Kansas
$519K
HSA
948
HBK Sorce Advisory
Pennsylvania
$519K
EWM
949
Evercore Wealth Management
New York
$519K
WHG
950
Westwood Holdings Group
Texas
$518K