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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
BFA
1226
Benedict Financial Advisors
Georgia
$229K
SAW
1227
Signal Advisors Wealth
Michigan
$229K
CB
1228
CNB Bank
Pennsylvania
$228K
MWA
1229
Muirfield Wealth Advisors
North Carolina
$228K
CAL
1230
Capital Analysts LLC
Pennsylvania
$227K
UFF
1231
USA Financial Formulas
Michigan
$226K
MAM
1232
Madison Asset Management
Wisconsin
$226K
HNWAG
1233
High Net Worth Advisory Group
Florida
$225K
RPA
1234
Rock Point Advisors
Vermont
$225K
AFP
1235
Ausdal Financial Partners
Iowa
$225K
NLP
1236
Next Level Private
New York
$224K
CTC
1237
Central Trust Company
Missouri
$224K
AF
1238
Apexium Financial
Texas
$223K
BRWM
1239
Blue Rock Wealth Management
North Carolina
$222K
MPIA
1240
Mountain Pacific Investment Advisers
Idaho
$221K
FH
1241
FWG Holdings
Florida
$221K
PWP
1242
Phillips Wealth Planners
Mississippi
$221K
SMC
1243
Smith, Moore & Co
Missouri
$220K
AFW
1244
Atlantic Family Wealth
Florida
$220K
SHFA
1245
SC&H Financial Advisors
Maryland
$219K
GM
1246
GeoWealth Management
Illinois
$218K
GPW
1247
Genesis Private Wealth
Virginia
$218K
CIA
1248
Cape Investment Advisory
Georgia
$218K
EW
1249
Element Wealth
Mississippi
$217K
JSAM
1250
J. Safra Asset Management
New York
$217K