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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
HCM
1126
Howard Capital Management
Georgia
$314K
FWM
1127
ForthRight Wealth Management
Georgia
$313K
HCP
1128
Hexagon Capital Partners
Arkansas
$310K
HIP
1129
HUB Investment Partners
Texas
$308K
SQA
1130
Simon Quick Advisors
New Jersey
$307K
PCA
1131
Prosperity Capital Advisors
Ohio
$307K
BHPW
1132
Beverly Hills Private Wealth
California
$306K
SSW
1133
Stone Summit Wealth
Florida
$305K
WBC
1134
Westpac Banking Corp
Australia
$304K
MIA
1135
MainStreet Investment Advisors
Illinois
$304K
TI
1136
tru Independence
Oregon
$303K
NP
1137
Nilsine Partners
Colorado
$302K
CFP
1138
Catalyst Financial Partners
Massachusetts
$299K
AWM
1139
Aegis Wealth Management
Maryland
$299K
PPWM
1140
Paragon Private Wealth Management
Kentucky
$299K
SAG
1141
SageView Advisory Group
California
$298K
NAMP
1142
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$296K
PCMC
1143
Paragon Capital Management (Colorado)
Colorado
$296K
BA
1144
Ballew Advisors
Mississippi
$294K
LWM
1145
Lyell Wealth Management
California
$294K
PCS
1146
Personal CFO Solutions
New Jersey
$293K
JSAM
1147
J. Safra Asset Management
New York
$293K
SAMT
1148
Select Asset Management & Trust
Pennsylvania
$292K
WA
1149
Whipplewood Advisors
Colorado
$291K
BSTWA
1150
Blake Schutter Theil Wealth Advisors
Ohio
$290K