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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
KSB
1001
Kennebec Savings Bank
Maine
$530K
KMWM
1002
Keudell/Morrison Wealth Management
Oregon
$530K
CWM
1003
Calamos Wealth Management
Illinois
$528K
NS
1004
NBC Securities
Alabama
$527K
AWM
1005
Accurate Wealth Management
Florida
$525K
QPWM
1006
Quadrant Private Wealth Management
Pennsylvania
$524K
WHG
1007
Westwood Holdings Group
Texas
$523K
SSCA
1008
South Shore Capital Advisors
Massachusetts
$521K
FG
1009
Fiduciary Group
Georgia
$521K
SP
1010
Successful Portfolios
Florida
$520K
USCWA
1011
U.S. Capital Wealth Advisors
Texas
$519K
AAS
1012
Ameritas Advisory Services
Nebraska
$518K
Empower Advisory Group
1013
Empower Advisory Group
Colorado
$513K
TPA
1014
Trivium Point Advisory
Connecticut
$512K
CT
1015
Chicago Trust
Illinois
$512K
CCWM
1016
Cassaday & Co Wealth Management
Virginia
$511K
RPGK
1017
Retirement Planning Group (Kansas)
Kansas
$510K
EC
1018
EntryPoint Capital
New York
$508K
PWA
1019
Pitcairn Wealth Advisors
Pennsylvania
$507K
PCA
1020
Pallas Capital Advisors
Massachusetts
$504K
PHWM
1021
Pine Harbor Wealth Management
Maryland
$502K
BMM
1022
Berkshire Money Management
Massachusetts
$502K
EWA
1023
Exencial Wealth Advisors
Oklahoma
$500K
MAV
1024
Mason & Associates (Virginia)
Virginia
$499K
BPW
1025
Bingham Private Wealth
California
$495K