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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
CI
1101
CX Institutional
Indiana
$336K
IFWM
1102
Institute for Wealth Management
Colorado
$335K
CWC
1103
Carolinas Wealth Consulting
North Carolina
$333K
LIA
1104
LBMC Investment Advisors
Tennessee
$333K
NL
1105
NWAM LLC
Washington
$333K
FAM
1106
Formidable Asset Management
Ohio
$332K
TWPM
1107
Total Wealth Planning & Management
Florida
$331K
CLOS
1108
Compagnie Lombard Odier SCmA
Switzerland
$329K
NA
1109
Novus Advisors
South Carolina
$329K
FDS
1110
First Dallas Securities
Texas
$328K
1C
1111
111 Capital
France
$327K
BWM
1112
BankPlus Wealth Management
Mississippi
$325K
1SB
1113
1ST Source Bank
Indiana
$325K
BIG
1114
Brookwood Investment Group
Arizona
$322K
SC
1115
Syon Capital
California
$319K
HTC
1116
Haverford Trust Company
Pennsylvania
$319K
BCM
1117
Birmingham Capital Management
Alabama
$318K
ES
1118
Eagle Strategies
New York
$318K
AF
1119
Aldebaran Financial
$317K
VF
1120
Virtu Financial
New York
$317K
FUBT
1121
First United Bank & Trust
Maryland
$317K
CPIG
1122
Chicago Partners Investment Group
Illinois
$316K
MFC
1123
Morris Financial Concepts
South Carolina
$316K
MPM
1124
MBB Public Markets
Illinois
$316K
TF
1125
Tompkins Financial
New York
$315K