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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
BBA
1226
BLB&B Advisors
Pennsylvania
$284K
EWM
1227
Evermay Wealth Management
Virginia
$283K
BA
1228
Bridgewater Advisors
New York
$283K
CFS
1229
Commonwealth Financial Services
West Virginia
$283K
LI
1230
Lafayette Investments
Maryland
$282K
SWIG
1231
Strategic Wealth Investment Group
Kentucky
$282K
FA
1232
Faithward Advisors
Pennsylvania
$281K
FH
1233
FWG Holdings
Florida
$281K
AIA
1234
Arbor Investment Advisors
North Carolina
$281K
VWA
1235
Visionary Wealth Advisors
Illinois
$279K
CA
1236
Continuum Advisory
Idaho
$279K
LWM
1237
LongView Wealth Management
Georgia
$278K
NLP
1238
Next Level Private
New York
$278K
CFP
1239
Cascade Financial Partners
California
$277K
PPW
1240
Parcion Private Wealth
Washington
$276K
CGL
1241
Clarius Group LLC
Washington
$273K
CA
1242
Calton & Associates
Florida
$273K
LI
1243
LRI Investments
Florida
$271K
ETC
1244
Exchange Traded Concepts
Oklahoma
$271K
LOWM
1245
Laurel Oak Wealth Management
New Jersey
$270K
RPA
1246
Rock Point Advisors
Vermont
$269K
IQI
1247
Integrated Quantitative Investments
Washington
$269K
WPW
1248
Waldron Private Wealth
Pennsylvania
$269K
MKA
1249
M. Kulyk & Associates
Georgia
$265K
MPIA
1250
Mountain Pacific Investment Advisers
Idaho
$264K