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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
WC
1151
Wynn Capital
Georgia
$353K
SWM
1152
Silverlake Wealth Management
Vermont
$350K
ATPW
1153
Ashton Thomas Private Wealth
Arizona
$348K
LS
1154
Livforsakringsbolaget Skandia
Sweden
$348K
S
1155
Storgate
Texas
$348K
MFC
1156
Morris Financial Concepts
South Carolina
$347K
WA
1157
WBH Advisory
Maryland
$347K
FWM
1158
ForthRight Wealth Management
Georgia
$346K
TCWA
1159
Turtle Creek Wealth Advisors
Texas
$345K
SIC
1160
Sage Investment Counsel
Tennessee
$345K
SSW
1161
Stone Summit Wealth
Florida
$344K
VFG
1162
Victory Financial Group
Texas
$344K
AT
1163
Arlington Trust
Alabama
$343K
WSCM
1164
Wellington Shields Capital Management
New York
$341K
TF
1165
Tompkins Financial
New York
$341K
BRWM
1166
Blue Rock Wealth Management
North Carolina
$340K
CSPIA
1167
Cary Street Partners Investment Advisory
Virginia
$338K
EW
1168
Evoke Wealth
California
$338K
FWM
1169
Fonville Wealth Management
Virginia
$338K
BWA
1170
Basecamp Wealth Advisors
Washington
$337K
PWC
1171
Pathfinder Wealth Consulting
North Carolina
$337K
AFGAS
1172
Allegiance Financial Group Advisory Services
Virginia
$337K
CT
1173
Caldwell Trust
Florida
$336K
JFG
1174
Jefferies Financial Group
New York
$335K
MFP
1175
Meridian Financial Partners
Virginia
$331K