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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
ST
1351
Smithfield Trust
Pennsylvania
$82K
CAL
1352
Capital Advisors Ltd
Ohio
$81K
IAS
1353
IMA Advisory Services
Colorado
$80.7K
CT
1354
Clearstead Trust
Maine
$76K
BFS
1355
Bare Financial Services
Pennsylvania
$75.7K
TSMHT
1356
Thurston Springer Miller Herd & Titak
Indiana
$75.3K
HIA
1357
Harbor Investment Advisory
Maryland
$73.9K
MSG
1358
Main Street Group
Virginia
$72.3K
RFS
1359
Richardson Financial Services
Massachusetts
$71.8K
WF
1360
Wayfinding Financial
Washington
$70K
WT
1361
Washington Trust
Rhode Island
$67.5K
KWM
1362
Kiker Wealth Management
Georgia
$66K
JFGIW
1363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.8K
SC
1364
Stephens Consulting
Michigan
$64K
CCM
1365
Chilton Capital Management
Texas
$61.7K
TFIPS
1366
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.7K
HT
1367
Headlands Technologies
Illinois
$59.4K
USB
1368
Union Savings Bank
Connecticut
$58.8K
IRAG
1369
Investment Research & Advisory Group
Georgia
$58.7K
TC
1370
Truvestments Capital
Florida
$57.1K
MFC
1371
Mechanics Financial Corp
Ohio
$56.6K
MSWA
1372
Marshall & Sterling Wealth Advisors
New York
$56.3K
GKIM
1373
GW&K Investment Management
Massachusetts
$56K
PWA
1374
Physician Wealth Advisors
Utah
$55.4K
BLC
1375
Brown, Lisle/Cummings
Rhode Island
$55.1K