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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
EBT
1276
Enterprise Bank & Trust
Massachusetts
$208K
LA
1277
Legacy Advisors
Pennsylvania
$207K
GIA
1278
Gateway Investment Advisers
Ohio
$205K
AFW
1279
Avantra Family Wealth
Pennsylvania
$205K
LWM
1280
LongView Wealth Management
Georgia
$205K
TA
1281
TrueWealth Advisors
Alabama
$204K
BWM
1282
Baron Wealth Management
Michigan
$203K
VWA
1283
VSM Wealth Advisory
Maryland
$203K
LA
1284
LexAurum Advisors
Kansas
$202K
HFRG
1285
Houlihan Financial Resource Group
Virginia
$200K
EB
1286
Eastern Bank
Massachusetts
$200K
FFWM
1287
Future Financial Wealth Management
Ohio
$193K
ACA
1288
American Capital Advisory
Idaho
$184K
BG
1289
Bollard Group
Massachusetts
$182K
SIS
1290
Sound Income Strategies
Florida
$180K
GBT
1291
Grove Bank & Trust
Florida
$178K
AAG
1292
Accordant Advisory Group
Maryland
$177K
LI
1293
LRI Investments
Florida
$172K
CH
1294
Cromwell Holdings
Wyoming
$169K
HB
1295
Horizon Bancorp
Indiana
$166K
WSC
1296
Wellington Shields & Co
New York
$165K
NFSG
1297
Newbridge Financial Services Group
Florida
$164K
MCM
1298
Manchester Capital Management
Vermont
$160K
CWM
1299
CarsonAllaria Wealth Management
Illinois
$154K
SIM
1300
Sentry Investment Management
Wisconsin
$154K