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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
TCA
1201
Transcend Capital Advisors
New Jersey
$250K
RS
1202
Rakuten Securities
Japan
$248K
FA
1203
FDx Advisors
Illinois
$248K
FFC
1204
Frederick Financial Consultants
Maryland
$247K
EWM
1205
Evermay Wealth Management
Virginia
$245K
TFO
1206
Timonier Family Office
North Carolina
$244K
CCAM
1207
Cascades Capital Asset Management
North Carolina
$244K
TCBWMS
1208
Texas Capital Bank Wealth Management Services
Texas
$243K
KFC
1209
Klingenstein Fields & Co
New York
$243K
EAM
1210
Everstar Asset Management
North Carolina
$243K
DS
1211
DRW Securities
Illinois
$243K
FLI
1212
Family Legacy Inc
South Carolina
$242K
AAM
1213
Augustine Asset Management
Florida
$240K
WA
1214
Waddell & Associates
Tennessee
$239K
DOA
1215
D'Orazio & Associates
Virginia
$238K
AA
1216
Advisory Alpha
Michigan
$238K
TFA
1217
Transamerica Financial Advisors
Florida
$237K
AIA
1218
Arbor Investment Advisors
North Carolina
$236K
TW
1219
TritonPoint Wealth
Maryland
$234K
CS
1220
Capital Square
Tennessee
$233K
CP
1221
Castleview Partners
Texas
$233K
MSFS
1222
Main Street Financial Solutions
Pennsylvania
$232K
GVAG
1223
Great Valley Advisor Group
Delaware
$232K
LAM
1224
L2 Asset Management
Massachusetts
$231K
STA
1225
Smith Thornton Advisors
Alabama
$231K