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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
CA
1176
Calton & Associates
Florida
$270K
Capstone Investment Advisors
1177
Capstone Investment Advisors
New York
$269K
BFM
1178
Boothbay Fund Management
New York
$269K
CH
1179
Canton Hathaway
Rhode Island
$268K
MG
1180
Mather Group
Illinois
$266K
PIP
1181
Peachtree Investment Partners
Florida
$265K
BA
1182
Bridgewater Advisors
New York
$264K
FAIM
1183
Financial Advocates Investment Management
Washington
$263K
PMSA
1184
Patrick M. Sweeney & Associates
Illinois
$263K
WA
1185
WBH Advisory
Maryland
$262K
AWAG
1186
ARS Wealth Advisors Group
Florida
$262K
AA
1187
Alta Advisers
United Kingdom
$261K
SWM
1188
Selective Wealth Management
Virginia
$258K
GL
1189
Graypoint LLC
New York
$256K
TVAMP
1190
Tennessee Valley Asset Management Partners
Tennessee
$255K
LF
1191
LifePlan Financial
Minnesota
$253K
CFO
1192
CVA Family Office
Colorado
$253K
ATPW
1193
Ashton Thomas Private Wealth
Arizona
$253K
ACM
1194
Altrius Capital Management
North Carolina
$252K
DWP
1195
Daymark Wealth Partners
Ohio
$252K
1IA
1196
1620 Investment Advisors
Massachusetts
$251K
AWM
1197
Avaii Wealth Management
Wisconsin
$251K
LF
1198
Lantz Financial
Illinois
$251K
S
1199
Sunpointe
Missouri
$251K
BA
1200
Bristlecone Advisors
Washington
$250K