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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
NF
1326
Nikulski Financial
Iowa
$220K
TF
1327
Trek Financial
Arizona
$220K
CM
1328
Capital Management
Virginia
$219K
FFN
1329
Focus Financial Network
Minnesota
$218K
CIC
1330
Chase Investment Counsel
Virginia
$217K
SAM
1331
Sagewood Asset Management
New York
$216K
QFW
1332
QTR Family Wealth
Florida
$216K
IC
1333
Inscription Capital
Texas
$215K
BFS
1334
Bradley Foster & Sargent
Connecticut
$215K
PCM
1335
Passive Capital Management
Maryland
$215K
EB
1336
Eastern Bank
Massachusetts
$214K
RCM
1337
RNC Capital Management
California
$214K
HFM
1338
Hartford Funds Management
Pennsylvania
$213K
IA
1339
Insight Advisors
Pennsylvania
$213K
BAM
1340
Blueshift Asset Management
New Jersey
$213K
DWM
1341
Drive Wealth Management
Utah
$212K
B
1342
Bayban
Minnesota
$212K
SCM
1343
Saxony Capital Management
Missouri
$212K
GSEP
1344
Golden State Equity Partners
California
$212K
FBFS
1345
First Business Financial Services
Wisconsin
$211K
KCIC
1346
Kuhn & Co Investment Counsel
Illinois
$211K
AO
1347
Advisor OS
Illinois
$211K
MFA
1348
Mayflower Financial Advisors
Massachusetts
$210K
IP
1349
Indivisible Partners
Florida
$210K
BRWA
1350
B. Riley Wealth Advisors
Florida
$210K