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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
AAS
1301
Annex Advisory Services
Wisconsin
$236K
TPI
1302
Trust Point Inc
Wisconsin
$234K
CM
1303
Cornerstone Management
Georgia
$234K
CS
1304
Capital Square
Tennessee
$233K
KFS
1305
Keynote Financial Services
Connecticut
$233K
CF
1306
Convergence Financial
Missouri
$233K
CNBOF
1307
City National Bank of Florida
Florida
$233K
CNC
1308
Citizens & Northern Corp
Pennsylvania
$233K
AW
1309
Alaethes Wealth
Nevada
$231K
FFWM
1310
Future Financial Wealth Management
Ohio
$231K
MSFS
1311
Main Street Financial Solutions
Pennsylvania
$230K
M1FG
1312
Mach-1 Financial Group
Arkansas
$230K
NP
1313
NorthRock Partners
Minnesota
$229K
AA
1314
Alta Advisers
United Kingdom
$229K
PFM
1315
Patton Fund Management
Texas
$227K
CFP
1316
Catalyst Financial Partners
Massachusetts
$226K
CGFA
1317
Colton Groome Financial Advisors
North Carolina
$226K
PWS
1318
Pursuit Wealth Strategies
North Carolina
$225K
YCG
1319
Yeomans Consulting Group
Georgia
$224K
CAL
1320
Capital Analysts LLC
Pennsylvania
$224K
MCM
1321
Mill Capital Management
North Carolina
$222K
ACA
1322
American Capital Advisory
Idaho
$222K
CW
1323
CrossGen Wealth
North Carolina
$220K
WA
1324
WESPAC Advisors
California
$220K
LAS
1325
Lloyd Advisory Services
Georgia
$220K