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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
QPWM
976
Quadrant Private Wealth Management
Pennsylvania
$477K
TBA
977
Tower Bridge Advisors
Pennsylvania
$477K
NP
978
NorthRock Partners
Minnesota
$475K
EI
979
Ellevest Inc
New York
$474K
FMN
980
Financial Management Network
California
$467K
VDI
981
Vaughan David Investments
Illinois
$467K
GLA
982
Good Life Advisors
Pennsylvania
$464K
JG
983
Jain Global
New York
$462K
SH
984
SLT Holdings
Arizona
$457K
AGWCA
985
Annis Gardner Whiting Capital Advisors
Florida
$457K
CAM
986
Cidel Asset Management
Ontario, Canada
$457K
BWP
987
BSW Wealth Partners
Colorado
$456K
LIM
988
Longfellow Investment Management
Massachusetts
$456K
RF
989
Roxbury Financial
New Jersey
$455K
BBA
990
BLB&B Advisors
Pennsylvania
$454K
FMP
991
Financial Management Professionals
Texas
$453K
IC
992
Iconiq Capital
California
$452K
LI
993
LifeWealth Investments
Florida
$452K
FSA
994
Franklin Street Advisors
North Carolina
$451K
AWAP
995
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$450K
EWA
996
EverSource Wealth Advisors
Alabama
$450K
MW
997
MBL Wealth
North Carolina
$448K
PCA
998
Pallas Capital Advisors
Massachusetts
$447K
PL
999
Perpetual Ltd
Australia
$447K
VP
1000
Verum Partners
North Carolina
$443K