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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
PS
1376
Pinney & Scofield
Massachusetts
$53.9K
AG
1377
AmeriFlex Group
Nevada
$53.5K
BFS
1378
Burkett Financial Services
South Carolina
$51.2K
TC
1379
Trust Company
Kansas
$50.7K
CA
1380
CoreCap Advisors
Michigan
$50.6K
PWMG
1381
Private Wealth Management Group
New Jersey
$50.5K
CSB
1382
City State Bank
Iowa
$48.1K
BCMLT
1383
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.9K
OIA
1384
Optimum Investment Advisors
Illinois
$47.4K
KIM
1385
Kestra Investment Management
Texas
$45.1K
WTA
1386
Washington Trust Advisors
Massachusetts
$45K
PAM
1387
Paradigm Asset Management
New York
$44.6K
POIA
1388
Pin Oak Investment Advisors
Texas
$43K
RF
1389
Rossby Financial
Florida
$42.6K
TH
1390
TCTC Holdings
Texas
$42.1K
HWM
1391
Hemington Wealth Management
Virginia
$40K
WCM
1392
Winthrop Capital Management
Indiana
$38K
BFPW
1393
BOK Financial Private Wealth
Colorado
$37.4K
SO
1394
Sierra Ocean
California
$37K
AWM
1395
Abound Wealth Management
Tennessee
$36.6K
MAM
1396
Meeder Asset Management
Ohio
$36K
MTIC
1397
Missouri Trust & Investment Company
Missouri
$35.1K
HWM
1398
Horizons Wealth Management
North Carolina
$35.1K
M
1399
MOTCO
Texas
$32.8K
RA
1400
Rise Advisors
New York
$32.2K