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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
1SB
1126
1ST Source Bank
Indiana
$393K
SAM
1127
Summit Asset Management
Tennessee
$392K
FMI
1128
Frec Markets Inc
California
$391K
IPWA
1129
International Private Wealth Advisors
California
$391K
FWI
1130
Facet Wealth Inc
Maryland
$390K
APG
1131
Abacus Planning Group
South Carolina
$389K
GWMR
1132
GC Wealth Management RIA
Massachusetts
$386K
GIA
1133
Gladstone Institutional Advisory
Florida
$386K
FPWM
1134
FSB Premier Wealth Management
Iowa
$386K
CI Investments Inc
1135
CI Investments Inc
Ontario, Canada
$385K
TBA
1136
Tower Bridge Advisors
Pennsylvania
$385K
TI
1137
tru Independence
Oregon
$384K
AF
1138
Aldebaran Financial
$383K
OBWA
1139
Oak Barrel Wealth Advisory
Virginia
$383K
WS
1140
Wedbush Securities
California
$380K
PIM
1141
Plato Investment Management
Australia
$379K
WA
1142
Waddell & Associates
Tennessee
$366K
SWM
1143
Selective Wealth Management
Virginia
$365K
GPW
1144
Genesis Private Wealth
Virginia
$365K
JIP
1145
Jaffetilchin Investment Partners
Florida
$361K
VAM
1146
Virtue Asset Management
Illinois
$360K
LMFP
1147
Larry Mathis Financial Planning
Arizona
$359K
KFA
1148
Kelleher Financial Advisors
New York
$358K
Renaissance Technologies
1149
Renaissance Technologies
New York
$355K
FMLI
1150
Fukoku Mutual Life Insurance
Japan
$354K