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Truist Financial

1,539 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, 623 increasing their positions, 589 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
-15
Holders Change %
-0.97%
% of All Funds
20.9%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.18%
New
118
Increased
623
Reduced
589
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
TBA
976
Tower Bridge Advisors
Pennsylvania
$477K -$103K -2,500 -18%
NP
977
NorthRock Partners
Minnesota
$475K -$58.2K -1,414 -11%
EI
978
Ellevest Inc
New York
$474K +$114K +2,764 +32%
FMN
979
Financial Management Network
California
$467K -$175K -4,969 -27%
VDI
980
Vaughan David Investments
Illinois
$467K -$24.7K -600 -5%
GLA
981
Good Life Advisors
Pennsylvania
$464K -$30.4K -739 -6%
JG
982
Jain Global
New York
$462K +$462K +11,226 New
SH
983
SLT Holdings
Arizona
$457K
AGWCA
984
Annis Gardner Whiting Capital Advisors
Florida
$457K -$658 -16 -0.1%
CAM
985
Cidel Asset Management
Ontario, Canada
$457K
BWP
986
BSW Wealth Partners
Colorado
$456K +$1.52K +37 +0.3%
LIM
987
Longfellow Investment Management
Massachusetts
$456K
RF
988
Roxbury Financial
New Jersey
$455K -$6.63K -143 -1%
BBA
989
BLB&B Advisors
Pennsylvania
$454K +$17.3K +420 +4%
FMP
990
Financial Management Professionals
Texas
$453K +$13.3K +324 +3%
IC
991
Iconiq Capital
California
$452K +$79.9K +1,942 +21%
LI
992
LifeWealth Investments
Florida
$452K +$150K +3,657 +50%
FSA
993
Franklin Street Advisors
North Carolina
$451K
AWAP
994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$450K +$5.93K +144 +1%
EWA
995
EverSource Wealth Advisors
Alabama
$450K +$24.9K +605 +6%
MW
996
MBL Wealth
North Carolina
$448K +$129K +3,141 +41%
PCA
997
Pallas Capital Advisors
Massachusetts
$447K +$69.7K +1,695 +19%
PL
998
Perpetual Ltd
Australia
$447K
VP
999
Verum Partners
North Carolina
$443K +$8.27K +201 +2%
SAM
1000
Shell Asset Management
Netherlands
$443K +$39.9K +971 +10%