TFC icon

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
AWM
1151
Aprio Wealth Management
Georgia
$290K
SIC
1152
Sage Investment Counsel
Tennessee
$288K
SIA
1153
SkyView Investment Advisors
New Jersey
$287K
GAA
1154
Global Assets Advisory
Florida
$286K
BFO
1155
Biltmore Family Office
North Carolina
$286K
CI Investments Inc
1156
CI Investments Inc
Ontario, Canada
$285K
CF
1157
Convergence Financial
Missouri
$283K
UCB
1158
United Community Bank
South Carolina
$283K
QC
1159
Quantessence Capital
New York
$279K
CT
1160
Caldwell Trust
Florida
$278K
AC
1161
Apella Capital
Connecticut
$277K
RWM
1162
Ritholtz Wealth Management
New York
$277K
QWP
1163
Quotient Wealth Partners
Texas
$277K
SC
1164
Sapient Capital
Indiana
$276K
HWA
1165
Heartwood Wealth Advisors
Virginia
$276K
MFP
1166
Meridian Financial Partners
Virginia
$275K
CM
1167
Cornerstone Management
Georgia
$275K
CIM
1168
Cambria Investment Management
California
$275K
CAM
1169
Councilmark Asset Management
Tennessee
$274K
NG
1170
Norden Group
Utah
$274K
KFGK
1171
Keystone Financial Group (Kentucky)
Kentucky
$273K
HIGP
1172
Hill Investment Group Partners
Missouri
$273K
WWM
1173
Wagner Wealth Management
South Carolina
$273K
AWM
1174
Accurate Wealth Management
Florida
$272K
FWM
1175
Fonville Wealth Management
Virginia
$270K