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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
AT
1076
Avalon Trust
New Mexico
$361K
LS
1077
Livforsakringsbolaget Skandia
Sweden
$361K
AWA
1078
Aaron Wealth Advisors
Illinois
$358K
TAM
1079
Tocqueville Asset Management
New York
$357K
DZ Bank
1080
DZ Bank
Germany
$356K
CRI
1081
Colonial River Investments
Virginia
$352K
HR
1082
Hardy Reed
Mississippi
$351K
PWMAG
1083
Pinnacle Wealth Management Advisory Group
New Jersey
$349K
CFSG
1084
Clark Financial Services Group
Missouri
$349K
FNFDCM
1085
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$347K
LAM
1086
LECAP Asset Management
United Kingdom
$346K
IA
1087
IFP Advisors
Florida
$346K
CFGW
1088
Chancellor Financial Group WB
Pennsylvania
$345K
CWS
1089
Cypress Wealth Services
California
$343K
RMDI
1090
R.M. Davis Inc
Maine
$343K
TT
1091
TI-Trust
Illinois
$343K
CAAM
1092
Cornerstone Advisors Asset Management
Pennsylvania
$341K
DWT
1093
Dorsey & Whitney Trust
South Dakota
$340K
APG
1094
Abacus Planning Group
South Carolina
$339K
WTC
1095
WhitTier Trust Company
Nevada
$339K
CIM
1096
CIM Investment Management
Pennsylvania
$339K
NHT
1097
New Hampshire Trust
New Hampshire
$338K
CRC
1098
Curi RMB Capital
Illinois
$337K
FGWP
1099
Founders Grove Wealth Partners
Virginia
$337K
WC
1100
Wynn Capital
Georgia
$336K