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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
FAM
1176
Formidable Asset Management
Ohio
$328K
GI
1177
Gradient Investments
Minnesota
$328K
MWM
1178
Manske Wealth Management
Texas
$327K
CL
1179
CSS LLC
Illinois
$327K
WA
1180
Whipplewood Advisors
Colorado
$325K
PP
1181
PDS Planning
Ohio
$325K
KIM
1182
Kestra Investment Management
Texas
$324K
PC
1183
PCB Capital
New Jersey
$322K
QWP
1184
Quotient Wealth Partners
Texas
$322K
CH
1185
Canton Hathaway
Rhode Island
$321K
MYAM
1186
Meiji Yasuda Asset Management
Japan
$320K
LAM
1187
L2 Asset Management
Massachusetts
$318K
4WM
1188
44 Wealth Management
Oregon
$318K
AWAG
1189
ARS Wealth Advisors Group
Florida
$317K
TFS
1190
truNorth Financial Services
Pennsylvania
$317K
CFO
1191
CVA Family Office
Colorado
$315K
SC
1192
Sapient Capital
Indiana
$314K
SMC
1193
Smith, Moore & Co
Missouri
$314K
TVAMP
1194
Tennessee Valley Asset Management Partners
Tennessee
$313K
PTP
1195
Platform Technology Partners
New York
$311K
FIA
1196
FNY Investment Advisers
New York
$310K
CI
1197
Conning Inc
Connecticut
$309K
HIGP
1198
Hill Investment Group Partners
Missouri
$308K
AFW
1199
Atlantic Family Wealth
Florida
$308K
SFWA
1200
Summit Financial Wealth Advisors
Louisiana
$304K