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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
WIS
1026
Wright Investors Service
Connecticut
$495K
TFA
1027
Transamerica Financial Advisors
Florida
$495K
VA
1028
Valmark Advisers
Ohio
$494K
HR
1029
Hardy Reed
Mississippi
$494K
PWP
1030
Phillips Wealth Planners
Mississippi
$494K
WCA
1031
Westover Capital Advisors
Delaware
$493K
THCM
1032
Taylor Hoffman Capital Management
Virginia
$492K
AAI
1033
American Assets Inc
California
$492K
WIC
1034
Wilkins Investment Counsel
Massachusetts
$491K
HTC
1035
Haverford Trust Company
Pennsylvania
$488K
PIMG
1036
Patriot Investment Management Group
Tennessee
$487K
SFGP
1037
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$485K
CP
1038
Castleview Partners
Texas
$485K
RFG
1039
RFP Financial Group
Georgia
$483K
ALAM
1040
Asahi Life Asset Management
Japan
$483K
CF
1041
Centaurus Financial
California
$483K
CFSG
1042
Clark Financial Services Group
Missouri
$482K
WC
1043
Whitney & Co
New York
$481K
SAA
1044
Southeast Asset Advisors
Georgia
$481K
CFGW
1045
Chancellor Financial Group WB
Pennsylvania
$480K
AL
1046
Aspiriant LLC
California
$478K
CCA
1047
Checchi Capital Advisers
California
$477K
BWP
1048
BSW Wealth Partners
Colorado
$472K
NHT
1049
New Hampshire Trust
New Hampshire
$472K
BFW
1050
Brady Family Wealth
Missouri
$471K