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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
NDSI
1051
Newman Dignan & Sheerar Inc
Rhode Island
$383K
Lazard Asset Management
1052
Lazard Asset Management
New York
$382K
JIP
1053
Jaffetilchin Investment Partners
Florida
$382K
SAM
1054
Summit Asset Management
Tennessee
$379K
MIM
1055
MTM Investment Management
South Carolina
$379K
SMA
1056
Sage Mountain Advisors
Georgia
$379K
TFA
1057
Toth Financial Advisory
Virginia
$378K
RW
1058
Rede Wealth
Virginia
$378K
PL
1059
Parthenon LLC
Kentucky
$377K
EHC
1060
Everett Harris & Co
California
$376K
KMWM
1061
Keudell/Morrison Wealth Management
Oregon
$375K
FPWM
1062
FSB Premier Wealth Management
Iowa
$375K
FWCM
1063
Ferguson Wellman Capital Management
Oregon
$374K
HKIM
1064
Hayek Kallen Investment Management
Alabama
$372K
CCMG
1065
Clark Capital Management Group
Pennsylvania
$371K
Fisher Asset Management
1066
Fisher Asset Management
Washington
$371K
CFM
1067
Catalyst Funds Management
Australia
$370K
OF
1068
Outfitter Financial
Maine
$370K
FPL
1069
Fortress Private Ledger
North Carolina
$370K
HWA
1070
HHM Wealth Advisors
Tennessee
$368K
JF
1071
Jump Financial
Illinois
$367K
FA
1072
Fiducient Advisors
Illinois
$367K
AT
1073
Arlington Trust
Alabama
$366K
GIP
1074
Greatmark Investment Partners
Georgia
$365K
CW
1075
Code Waechter
Florida
$365K