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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
KFGK
1101
Keystone Financial Group (Kentucky)
Kentucky
$416K
CPIG
1102
Chicago Partners Investment Group
Illinois
$416K
NG
1103
Norden Group
Utah
$416K
TT
1104
TI-Trust
Illinois
$416K
PCA
1105
Prosperity Capital Advisors
Ohio
$416K
BA
1106
Ballew Advisors
Mississippi
$413K
BFO
1107
Biltmore Family Office
North Carolina
$412K
5W
1108
5T Wealth
California
$411K
RCAG
1109
Rehmann Capital Advisory Group
Michigan
$409K
SWM
1110
Spire Wealth Management
Virginia
$409K
FNFDCM
1111
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$408K
KF
1112
Krilogy Financial
Missouri
$406K
MCWS
1113
McKinley Carter Wealth Services
West Virginia
$406K
SB
1114
Strategic Blueprint
Georgia
$406K
IA
1115
IFP Advisors
Florida
$404K
ES
1116
Eagle Strategies
New York
$402K
IFWM
1117
Institute for Wealth Management
Colorado
$401K
WTC
1118
WhitTier Trust Company
Nevada
$401K
HWA
1119
HHM Wealth Advisors
Tennessee
$401K
TC
1120
TwinBeech Capital
New York
$400K
NL
1121
NWAM LLC
Washington
$399K
LIA
1122
LBMC Investment Advisors
Tennessee
$399K
CIM
1123
CIM Investment Management
Pennsylvania
$398K
OL
1124
Odyssean LLC
Connecticut
$398K
CLOS
1125
Compagnie Lombard Odier SCmA
Switzerland
$394K