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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
EP
1426
Essential Partners
California
$98.7K
ST
1427
Smithfield Trust
Pennsylvania
$98K
IAS
1428
IMA Advisory Services
Colorado
$97.4K
GSWM
1429
Golden State Wealth Management
California
$96.3K
GKIM
1430
GW&K Investment Management
Massachusetts
$95K
AF
1431
Advisornet Financial
Minnesota
$94.9K
NRG
1432
Nemes Rush Group
Michigan
$93.6K
DE
1433
DV Equities
Illinois
$88.5K
IRAG
1434
Investment Research & Advisory Group
Georgia
$82.4K
TC
1435
Truvestments Capital
Florida
$82.3K
M
1436
MOTCO
Texas
$82.1K
TSMHT
1437
Thurston Springer Miller Herd & Titak
Indiana
$79.4K
EW
1438
Elyxium Wealth
California
$78.1K
SC
1439
Stephens Consulting
Michigan
$76.5K
RTC
1440
Riverview Trust Company
Washington
$76.2K
SS
1441
SBI Securities
Japan
$74.6K
CCM
1442
Chilton Capital Management
Texas
$74.5K
EA
1443
Evolution Advisers
Virginia
$73K
PWA
1444
Physician Wealth Advisors
Utah
$72.5K
TFIPS
1445
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.4K
RF
1446
Rossby Financial
Florida
$70.4K
EI
1447
EFG International
$67.9K
BLC
1448
Brown, Lisle/Cummings
Rhode Island
$65.9K
FHA
1449
Flagship Harbor Advisors
Massachusetts
$65.7K
RMC
1450
Resources Management Corp
Connecticut
$65K