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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
HI
1251
Harbour Investments
Wisconsin
$217K
JSW
1252
Journey Strategic Wealth
New Jersey
$217K
WPW
1253
Waldron Private Wealth
Pennsylvania
$216K
WFI
1254
West Family Investments
California
$216K
A
1255
AlphaQuest
New York
$216K
TCWM
1256
Total Clarity Wealth Management
Illinois
$215K
CWMS
1257
Cannon Wealth Management Services
North Carolina
$215K
HFM
1258
Harvest Fund Management
China
$215K
PA
1259
PFW Advisors
Georgia
$215K
MKA
1260
M. Kulyk & Associates
Georgia
$214K
KFS
1261
Keynote Financial Services
Connecticut
$214K
PTC
1262
Philadelphia Trust Company
Pennsylvania
$214K
AC
1263
Avestar Capital
New York
$214K
HL
1264
HeadInvest LLC
Maine
$213K
JIC
1265
Joel Isaacson & Co
New York
$213K
TS
1266
TradeWell Securities
Indiana
$212K
1W
1267
1776 Wealth
Georgia
$210K
LC
1268
Lindbrook Capital
California
$210K
OPA
1269
Old Port Advisors
Maine
$210K
SJL
1270
Shayne & Jacobs LLC
Tennessee
$209K
FA
1271
Faithward Advisors
Pennsylvania
$209K
PCA
1272
Providence Capital Advisors
North Carolina
$209K
SPC
1273
Spirepoint Private Client
Florida
$208K
NWWA
1274
New Wave Wealth Advisors
Arkansas
$208K
YCG
1275
Yeomans Consulting Group
Georgia
$208K