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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
S
1401
Sachetta
Massachusetts
$30.8K
CB
1402
Centennial Bank
Arkansas
$30.5K
APW
1403
Atlantic Private Wealth
North Carolina
$29.4K
WAS
1404
Winch Advisory Services
Wisconsin
$28.3K
MHR
1405
Matthew Hamilton Rosenberg
$27.5K
FP
1406
Financial Perspectives
Minnesota
$26.2K
WPA
1407
Wealth Preservation Advisors
Tennessee
$25.1K
HFS
1408
Hopwood Financial Services
Virginia
$24.7K
FMTCOCP
1409
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
NWM
1410
Navigoe Wealth Management
California
$24K
OAJ
1411
Ogorek Anthony Joseph
New York
$24K
PWMG
1412
Prestige Wealth Management Group
New Jersey
$23.8K
SC
1413
Swan Capital
Florida
$23.5K
PFSC
1414
Peoples Financial Services Corp
Pennsylvania
$23.4K
RFG
1415
REAP Financial Group
Texas
$21.9K
SCB
1416
Saudi Central Bank
Saudi Arabia
$21.5K
AWM
1417
AllSquare Wealth Management
New York
$21.1K
RAM
1418
Ramirez Asset Management
New York
$20.6K
VWWMG
1419
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K
OWA
1420
Opal Wealth Advisors
New York
$20.3K
GFPC
1421
Global Financial Private Client
Florida
$19.6K
CWM
1422
Centricity Wealth Management
Ohio
$18.8K
NEWAS
1423
N.E.W. Advisory Services
Wisconsin
$18.2K
ME
1424
McIlrath & Eck
Washington
$17.6K
TCM
1425
TD Capital Management
Tennessee
$17.4K