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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
SHIM
1426
Stone House Investment Management
Pennsylvania
$17.2K
MBFW
1427
Morton Brown Family Wealth
Pennsylvania
$17K
MAS
1428
MPWM Advisory Solutions
Georgia
$16.9K
EDRH
1429
Edmond de Rothschild Holding
Switzerland
$16.6K
FWA
1430
FSC Wealth Advisors
New York
$16.3K
FG
1431
Fairman Group
Pennsylvania
$16.1K
MMG
1432
Monetary Management Group
Missouri
$16K
JWA
1433
JFS Wealth Advisors
Pennsylvania
$15.7K
HNW
1434
High Note Wealth
Minnesota
$15.6K
LWA
1435
Lowe Wealth Advisors
Maryland
$15.5K
AP
1436
Aspect Partners
Virginia
$15.4K
RWPA
1437
Richard W. Paul & Associates
Michigan
$15.4K
SC
1438
Steph & Co
Wisconsin
$15.4K
MCA
1439
Maryland Capital Advisors
Maryland
$15.3K
HDIM
1440
Hanson & Doremus Investment Management
Vermont
$15K
VWA
1441
Valued Wealth Advisors
Utah
$14.9K
PSB
1442
Piscataqua Savings Bank
New Hampshire
$14.8K
IHWM
1443
Iron Horse Wealth Management
Iowa
$14.3K
RWM
1444
Rialto Wealth Management
New York
$14.2K
AAG
1445
Armstrong Advisory Group
Massachusetts
$13.9K
GXJ
1446
Global X Japan
Japan
$13.6K
OCM
1447
Orion Capital Management
California
$13.3K
SC
1448
Solstein Capital
California
$12.8K
CA
1449
Crewe Advisors
Utah
$12.6K
BOJHT
1450
Bank of Jackson Hole Trust
Wyoming
$12.5K