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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
OSNBOA
1451
Old Second National Bank of Aurora
Illinois
$12.3K
OW
1452
Olistico Wealth
Oklahoma
$12.3K
CT
1453
Coastline Trust
Rhode Island
$12.3K
SIC
1454
SJS Investment Consulting
Ohio
$12K
AFG
1455
Albion Financial Group
Utah
$11.6K
PWM
1456
Proathlete Wealth Management
Florida
$11.6K
BSB
1457
Bangor Savings Bank
Maine
$11.3K
CIAS
1458
CBIZ Investment Advisory Services
Ohio
$10.6K
WA
1459
WPG Advisers
Maryland
$10.4K
DJSG
1460
D.J. St. Germain
Massachusetts
$10.2K
BC
1461
Bayforest Capital
United Kingdom
$9.71K
MSWM
1462
Mowery & Schoenfeld Wealth Management
Illinois
$9.28K
AP
1463
Atwood & Palmer
Missouri
$9.26K
TCM
1464
TruNorth Capital Management
Michigan
$8.89K
SNB
1465
Security National Bank
Nebraska
$8.85K
BIA
1466
Bell Investment Advisors
California
$8.77K
BHWM
1467
Beaird Harris Wealth Management
Texas
$8.35K
WB
1468
Webster Bank
Connecticut
$8.23K
WWM
1469
Wolff Wiese Magana
California
$8.03K
AW
1470
Avion Wealth
Texas
$8K
HWP
1471
Highline Wealth Partners
California
$7.86K
PA
1472
PSI Advisors
Florida
$7.74K
FW
1473
Fairway Wealth
Ohio
$7.61K
FFO
1474
Fortitude Family Office
Arizona
$7.41K
KFI
1475
Key Financial Inc
Pennsylvania
$7.16K