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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
SPA
1076
Sherbrooke Park Advisers
New York
$440K
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
$439K
FA
1078
Fiducient Advisors
Illinois
$439K
FLPIM
1079
F.L. Putnam Investment Management
Massachusetts
$438K
WIM
1080
Walsky Investment Management
Pennsylvania
$438K
BS
1081
Banco Santander
Spain
$434K
VI
1082
Versor Investments
New York
$433K
RF
1083
Roxbury Financial
New Jersey
$433K
AT
1084
Avalon Trust
New Mexico
$432K
PWMAG
1085
Pinnacle Wealth Management Advisory Group
New Jersey
$430K
AIP
1086
Almanack Investment Partners
Pennsylvania
$430K
TWPM
1087
Total Wealth Planning & Management
Florida
$430K
EI
1088
Ellevest Inc
New York
$430K
SFA
1089
Souders Financial Advisors
Ohio
$428K
SIA
1090
SkyView Investment Advisors
New Jersey
$427K
BCWM
1091
Bartlett & Co Wealth Management
Ohio
$426K
LF
1092
Lantz Financial
Illinois
$425K
NSIM
1093
North Star Investment Management
Illinois
$425K
NRI
1094
NFP Retirement Inc
California
$424K
JSW
1095
Journey Strategic Wealth
New Jersey
$424K
LF
1096
Lansforsakringar Fondforvaltning
Sweden
$424K
BAM
1097
Belleair Asset Management
Florida
$422K
BWM
1098
BankPlus Wealth Management
Mississippi
$420K
BAM
1099
Broyhill Asset Management
North Carolina
$417K
CC
1100
Clearwave Capital
California
$417K