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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
USB
1401
Union Savings Bank
Connecticut
$143K
EF
1402
Entrust Financial
Pennsylvania
$131K
QC
1403
Quent Capital
New York
$129K
CSC
1404
Caldwell Sutter Capital
California
$129K
AC
1405
AlphaCore Capital
California
$128K
SCM
1406
Silvant Capital Management
Georgia
$127K
MEG
1407
Millstone Evans Group
Colorado
$122K
VCM
1408
Versant Capital Management
Arizona
$122K
SN
1409
Sittner & Nelson
Oregon
$121K
PG
1410
Proffitt & Goodson
Tennessee
$121K
CTC
1411
Central Trust Company
Missouri
$120K
CG
1412
Curat Global
New Hampshire
$120K
SPF
1413
South Plains Financial
Texas
$120K
CWM
1414
Cranbrook Wealth Management
Michigan
$120K
HFS
1415
Hughes Financial Services
Virginia
$112K
RFP
1416
Root Financial Partners
California
$111K
CAL
1417
Capital Advisors Ltd
Ohio
$111K
AEPWM
1418
Atlantic Edge Private Wealth Management
Florida
$111K
CT
1419
Clearstead Trust
Maine
$110K
AWM
1420
Abound Wealth Management
Tennessee
$108K
BFS
1421
Beacon Financial Strategies
North Carolina
$106K
TC
1422
Trust Company
Kansas
$105K
RFS
1423
Richardson Financial Services
Massachusetts
$102K
GCM
1424
Gables Capital Management
Florida
$101K
RFG
1425
REAP Financial Group
Texas
$101K