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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
SAM
1001
Shell Asset Management
Netherlands
$443K
PWM
1002
Perigon Wealth Management
California
$440K
RIL
1003
Rothschild Investment LLC
Illinois
$439K
RS
1004
R Squared
Hong Kong
$437K
WIS
1005
Wright Investors Service
Connecticut
$436K
CW
1006
CreativeOne Wealth
Kansas
$435K
AC
1007
Allstate Corporation
Illinois
$434K
VA
1008
Valmark Advisers
Ohio
$433K
PHWM
1009
Pine Harbor Wealth Management
Maryland
$432K
WCA
1010
Westover Capital Advisors
Delaware
$431K
PA
1011
Parallel Advisors
California
$428K
RCAG
1012
Rehmann Capital Advisory Group
Michigan
$426K
SP
1013
Successful Portfolios
Florida
$426K
SSWM
1014
Smith Salley Wealth Management
North Carolina
$426K
WC
1015
Whitney & Co
New York
$419K
CIC
1016
Crawford Investment Counsel
Georgia
$418K
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$418K
THCM
1018
Taylor Hoffman Capital Management
Virginia
$418K
MGIA
1019
Moneta Group Investment Advisors
Missouri
$418K
BPW
1020
Bingham Private Wealth
California
$418K
BL
1021
Balentine LLC
Georgia
$412K
AAI
1022
American Assets Inc
California
$412K
CCWM
1023
Cassaday & Co Wealth Management
Virginia
$411K
GSWA
1024
Good Steward Wealth Advisors
Tennessee
$411K
CGL
1025
Clarius Group LLC
Washington
$411K