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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
LOPW
951
Live Oak Private Wealth
North Carolina
$613K
FISPB
952
Fideuram - Intesa Sanpaolo Private Banking
$609K
AMIM
953
Aull & Monroe Investment Management
Alabama
$600K
TC
954
Tannin Capital
North Carolina
$600K
RWM
955
Revisor Wealth Management
Ohio
$598K
SFP
956
Shepherd Financial Partners
Massachusetts
$592K
AIM
957
Advyzon Investment Management
Illinois
$591K
TIM
958
Thompson Investment Management
Wisconsin
$589K
FFO
959
Fiduciary Family Office
Florida
$589K
FFG
960
First Financial Group
North Carolina
$588K
SEIA
961
Signature Estate & Investment Advisors
California
$585K
LIM
962
Leavell Investment Management
Alabama
$585K
EWM
963
Evercore Wealth Management
New York
$585K
CAM
964
Cidel Asset Management
Ontario, Canada
$584K
FMII
965
Farmers & Merchants Investments Inc
Nebraska
$584K
FM
966
Foster & Motley
Ohio
$583K
SW
967
Simplicity Wealth
New Jersey
$583K
SCM
968
Sterling Capital Management
North Carolina
$583K
RA
969
Ransom Advisory
Rhode Island
$580K
FNBT
970
FineMark National Bank & Trust
Florida
$579K
CWS
971
Cypress Wealth Services
California
$577K
CCT
972
Chemung Canal Trust
New York
$574K
SWM
973
Sculati Wealth Management
Michigan
$574K
SFS
974
Sowell Financial Services
Arkansas
$572K
NSG
975
Nalls Sherbakoff Group
Tennessee
$572K