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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
BGAI
1301
Bruce G. Allen Investments
Colorado
$154K
BIG
1302
Brooklyn Investment Group
New York
$147K
DCBT
1303
Dakota Community Bank & Trust
North Dakota
$146K
CAM
1304
Creekmur Asset Management
Illinois
$146K
FC
1305
Fairscale Capital
New Hampshire
$144K
HFM
1306
Hartford Financial Management
Connecticut
$142K
MCM
1307
MV Capital Management
Maryland
$141K
GTAM
1308
Global Trust Asset Management
Florida
$140K
CFD
1309
Creative Financial Designs
Indiana
$138K
ADL
1310
Asset Dedication LLC
California
$137K
IMC
1311
Investment Management Corporation
Virginia
$137K
DMBA
1312
Deseret Mutual Benefit Administrators
Utah
$133K
VCM
1313
Versant Capital Management
Arizona
$132K
CW
1314
Curio Wealth
Maryland
$131K
CSPIA
1315
Cary Street Partners Investment Advisory
Virginia
$129K
TWC
1316
TD Waterhouse Canada
Ontario, Canada
$128K
CSC
1317
Caldwell Sutter Capital
California
$126K
BI
1318
Binnacle Investments
Iowa
$125K
VFM
1319
Viking Fund Management
North Dakota
$123K
FPB
1320
First PREMIER Bank
South Dakota
$123K
ETC
1321
Exchange Traded Concepts
Oklahoma
$119K
NRG
1322
Nemes Rush Group
Michigan
$118K
SWA
1323
SOA Wealth Advisors
New York
$118K
BWAM
1324
Boyd Watterson Asset Management
Ohio
$117K
AEPWM
1325
Atlantic Edge Private Wealth Management
Florida
$116K