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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
NDSI
1251
Newman Dignan & Sheerar Inc
Rhode Island
$264K
FWM
1252
Forteris Wealth Management
New York
$264K
WBC
1253
Westpac Banking Corp
Australia
$262K
WFI
1254
West Family Investments
California
$261K
WA
1255
WealthTrust Axiom
Pennsylvania
$261K
WWMSC
1256
Wagner Wealth Management (South Carolina)
South Carolina
$260K
MK
1257
MASTERINVEST Kapitalanlage
$260K
VW
1258
Vantus Wealth
Pennsylvania
$260K
GI
1259
GAMCO Investors
Connecticut
$259K
RIG
1260
RiverFront Investment Group
Virginia
$259K
SPC
1261
Spirepoint Private Client
Florida
$257K
SIS
1262
Sound Income Strategies
Florida
$256K
SC
1263
SummitTX Capital
Texas
$256K
LC
1264
Lincoln Capital
Nebraska
$256K
CCA
1265
Childress Capital Advisors
Texas
$256K
AHL
1266
Abel Hall LLC
Louisiana
$255K
PCM
1267
Penserra Capital Management
California
$255K
RYIA
1268
Roehl & Yi Investment Advisors
Oregon
$254K
SP
1269
SmartHarvest Portfolios
Washington
$254K
JTWM
1270
Jackson Thornton Wealth Management
Alabama
$253K
GVAG
1271
Great Valley Advisor Group
Delaware
$252K
ML
1272
McAdam LLC
Pennsylvania
$252K
ICP
1273
Interchange Capital Partners
Pennsylvania
$252K
BWFA
1274
Baltimore-Washington Financial Advisors
Maryland
$252K
BWM
1275
Baron Wealth Management
Michigan
$252K