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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
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
$643K
VWM
927
Venturi Wealth Management
Texas
$643K
HBW
928
Hazlett, Burt & Watson
West Virginia
$638K
ESBC
929
E.S. Barr & Co
Kentucky
$638K
HNB
930
Hilltop National Bank
Wyoming
$635K
FWP
931
Forefront Wealth Partners
Texas
$635K
TFA
932
Toth Financial Advisory
Virginia
$635K
HPM
933
Hoxton Planning & Management
West Virginia
$635K
PCMNC
934
Piedmont Capital Management (North Carolina)
North Carolina
$633K
FUBT
935
First United Bank & Trust
Maryland
$632K
AWM
936
Aprio Wealth Management
Georgia
$631K
SPC
937
Sigma Planning Corp
Michigan
$630K
EC
938
EJF Capital
Virginia
$630K
LOAMS
939
Lombard Odier Asset Management (Switzerland)
Switzerland
$630K
CIC
940
Crawford Investment Counsel
Georgia
$630K
PR
941
Payden & Rygel
California
$630K
EAM
942
Erste Asset Management
Austria
$627K
SW
943
SVB Wealth
Massachusetts
$627K
SB
944
SIG Brokerage
New York
$626K
GAM
945
Groupama Asset Management
France
$621K
WAAG
946
Wealth Alliance Advisory Group
Kansas
$621K
WFM
947
Wolff Financial Management
Michigan
$618K
CFA
948
Churchill Financial Advisors
Kentucky
$616K
CI
949
Cigna Investments
Connecticut
$613K
WC
950
Westhampton Capital
North Carolina
$613K