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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
WIC
1026
Wilkins Investment Counsel
Massachusetts
$410K
KSB
1027
Kennebec Savings Bank
Maine
$410K
BCM
1028
Boltwood Capital Management
California
$409K
CI
1029
Conning Inc
Connecticut
$407K
PFBT
1030
Parkside Financial Bank & Trust
Missouri
$404K
WA
1031
WealthTrust Axiom
Pennsylvania
$404K
IPWA
1032
International Private Wealth Advisors
California
$403K
SFG
1033
Stonebridge Financial Group
Pennsylvania
$403K
SAA
1034
Southeast Asset Advisors
Georgia
$402K
FMLI
1035
Fukoku Mutual Life Insurance
Japan
$401K
LF
1036
Lansforsakringar Fondforvaltning
Sweden
$400K
SFS
1037
Sowell Financial Services
Arkansas
$399K
GRQ
1038
Gardner Russo & Quinn
Pennsylvania
$399K
CCG
1039
Cypress Capital Group
Florida
$398K
NRI
1040
NFP Retirement Inc
California
$395K
WPC
1041
Wedmont Private Capital
Pennsylvania
$395K
PPC
1042
Park Place Capital
Alabama
$395K
CA
1043
Continuum Advisory
Idaho
$394K
VNA
1044
Valley National Advisers
Pennsylvania
$393K
AL
1045
Aspiriant LLC
California
$389K
TPA
1046
Trivium Point Advisory
Connecticut
$388K
CAMV
1047
Concord Asset Management (Virginia)
Virginia
$388K
5W
1048
5T Wealth
California
$387K
SIG
1049
Stonegate Investment Group
Alabama
$387K
MS
1050
Maven Securities
Jersey
$387K