We are live on ! Find out more
TFC icon

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
TS
1276
TradeWell Securities
Indiana
$252K
AAM
1277
Augustine Asset Management
Florida
$252K
FC
1278
Financial Consulate
Maryland
$251K
CFM
1279
Catalyst Funds Management
Australia
$251K
FPL
1280
Fortress Private Ledger
North Carolina
$250K
EW
1281
Element Wealth
Mississippi
$250K
PCMC
1282
Paragon Capital Management (Colorado)
Colorado
$250K
PAS
1283
Parsonex Advisory Services
Colorado
$250K
BWP
1284
Balboa Wealth Partners
Arizona
$249K
SJL
1285
Shayne & Jacobs LLC
Tennessee
$249K
FCP
1286
Fidelis Capital Partners
Florida
$248K
PRP
1287
Peak Retirement Planning
Ohio
$248K
PCM
1288
Payne Capital Management
New York
$246K
HNWAG
1289
High Net Worth Advisory Group
Florida
$244K
MCM
1290
MV Capital Management
Maryland
$244K
LHP
1291
Lexington Hill Partners
Texas
$244K
PA
1292
PFW Advisors
Georgia
$244K
HFRG
1293
Houlihan Financial Resource Group
Virginia
$242K
RMDI
1294
R.M. Davis Inc
Maine
$239K
MA
1295
MONECO Advisors
Connecticut
$239K
MWA
1296
Midland Wealth Advisors
Illinois
$239K
MFP
1297
Meramec Financial Planners
Missouri
$239K
SCP
1298
Sandhill Capital Partners
New York
$237K
CC
1299
Chicago Capital
Illinois
$237K
PFA
1300
Pathway Financial Advisors
Vermont
$237K