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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
RIL
976
Rothschild Investment LLC
Illinois
$572K
JIC
977
Johnson Investment Counsel
Ohio
$566K
AIP
978
Ameritas Investment Partners
Nebraska
$563K
HIP
979
HUB Investment Partners
Texas
$562K
PFBT
980
Parkside Financial Bank & Trust
Missouri
$561K
GM
981
GeoWealth Management
Illinois
$557K
AWAP
982
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$556K
CANC
983
Culbertson A N & Co
Virginia
$556K
EHWM
984
Eads & Heald Wealth Management
Georgia
$555K
AWM
985
Adams Wealth Management
Utah
$550K
HR
986
Howe & Rusling
New York
$550K
SH
987
SLT Holdings
Arizona
$547K
AC
988
Apella Capital
Connecticut
$545K
LIM
989
Longfellow Investment Management
Massachusetts
$545K
ECM
990
Evergreen Capital Management
Washington
$544K
MGIA
991
Moneta Group Investment Advisors
Missouri
$542K
GWA
992
Gratus Wealth Advisors
Virginia
$539K
VDI
993
Vaughan David Investments
Illinois
$539K
SF
994
Symphony Financial
Texas
$537K
PPC
995
Park Place Capital
Alabama
$536K
VP
996
Verum Partners
North Carolina
$533K
NEI
997
Northwest & Ethical Investments
Ontario, Canada
$531K
DWP
998
Daymark Wealth Partners
Ohio
$531K
WT
999
Whittier Trust
California
$530K
GA
1000
Greenspring Advisors
Maryland
$530K