We are live on ! Find out more
TFC icon

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
GIA
1201
Gateway Investment Advisers
Ohio
$304K
CAM
1202
Councilmark Asset Management
Tennessee
$302K
CIA
1203
Cape Investment Advisory
Georgia
$301K
DOA
1204
D'Orazio & Associates
Virginia
$301K
OF
1205
Outfitter Financial
Maine
$299K
EAM
1206
Everstar Asset Management
North Carolina
$298K
PMSA
1207
Patrick M. Sweeney & Associates
Illinois
$298K
NP
1208
Nilsine Partners
Colorado
$296K
PIP
1209
Peachtree Investment Partners
Florida
$295K
FFC
1210
Frederick Financial Consultants
Maryland
$293K
JIC
1211
Joel Isaacson & Co
New York
$293K
TFO
1212
Timonier Family Office
North Carolina
$292K
AWM
1213
Avaii Wealth Management
Wisconsin
$292K
CCAM
1214
Cascades Capital Asset Management
North Carolina
$292K
KA
1215
Kovack Advisors
Florida
$292K
KFC
1216
Klingenstein Fields & Co
New York
$291K
FGWP
1217
Founders Grove Wealth Partners
Virginia
$290K
FLI
1218
Family Legacy Inc
South Carolina
$289K
BHPW
1219
Beverly Hills Private Wealth
California
$289K
NWWA
1220
New Wave Wealth Advisors
Arkansas
$288K
TWC
1221
TD Waterhouse Canada
Ontario, Canada
$288K
MWM
1222
Modern Wealth Management
Kansas
$288K
AWMM
1223
Aegis Wealth Management (Maryland)
Maryland
$285K
AA
1224
Armis Advisers
Georgia
$285K
CP
1225
Cornerstone Planning
North Carolina
$284K