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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
FMWA
951
Forvis Mazars Wealth Advisors
Missouri
$517K
FWP
952
Forefront Wealth Partners
Texas
$517K
AIP
953
Ameritas Investment Partners
Nebraska
$516K
AMIM
954
Aull & Monroe Investment Management
Alabama
$516K
UCI
955
Uncommon Cents Investing
Wisconsin
$515K
FMII
956
Farmers & Merchants Investments Inc
Nebraska
$515K
TYCC
957
Texas Yale Capital Corp
Florida
$514K
LCM
958
Landscape Capital Management
New Jersey
$512K
LA
959
LVW Advisors
New York
$512K
LOPW
960
Live Oak Private Wealth
North Carolina
$510K
MMPW
961
Mitchell McLeod Pugh & Williams
Alabama
$506K
TIM
962
Thompson Investment Management
Wisconsin
$505K
KP
963
Keel Point
Alabama
$503K
SLWA
964
San Luis Wealth Advisors
California
$499K
Koshinski Asset Management
965
Koshinski Asset Management
Illinois
$499K
SFP
966
Shepherd Financial Partners
Massachusetts
$498K
PCM
967
Penserra Capital Management
California
$497K
PFA
968
Pathway Financial Advisors
Vermont
$496K
BS
969
Banco Santander
Spain
$495K
WCM
970
Washington Capital Management
Washington
$494K
HIMC
971
Heritage Investors Management Corp
Maryland
$485K
IB
972
Intrust Bank
Kansas
$484K
KA
973
Klingman & Associates
New York
$484K
SWM
974
Sculati Wealth Management
Michigan
$480K
CCB
975
Cutter & Co Brokerage
Missouri
$480K