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Truist Financial

1,539 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, 623 increasing their positions, 589 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
-15
Holders Change %
-0.97%
% of All Funds
20.9%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.18%
New
118
Increased
623
Reduced
589
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
OW
1451
Olistico Wealth
Oklahoma
$12.3K
SIC
1452
SJS Investment Consulting
Ohio
$12K +$1.03K +25 +9%
AFG
1453
Albion Financial Group
Utah
$11.6K
PWM
1454
Proathlete Wealth Management
Florida
$11.6K +$11.6K +281 New
BSB
1455
Bangor Savings Bank
Maine
$11.3K -$12K -291 -51%
CIAS
1456
CBIZ Investment Advisory Services
Ohio
$10.6K +$3.37K +82 +46%
WA
1457
WPG Advisers
Maryland
$10.4K +$3.75K +91 +56%
DJSG
1458
D.J. St. Germain
Massachusetts
$10.2K +$10.2K +248 New
BC
1459
Bayforest Capital
United Kingdom
$9.71K -$20.8K -505 -68%
MSWM
1460
Mowery & Schoenfeld Wealth Management
Illinois
$9.28K -$1.15K -28 -11%
AP
1461
Atwood & Palmer
Missouri
$9.26K
TCM
1462
TruNorth Capital Management
Michigan
$8.89K +$8.89K +216 New
SNB
1463
Security National Bank
Nebraska
$8.85K
BIA
1464
Bell Investment Advisors
California
$8.77K
BHWM
1465
Beaird Harris Wealth Management
Texas
$8.35K
WB
1466
Webster Bank
Connecticut
$8.23K -$5.84K -142 -42%
WWM
1467
Wolff Wiese Magana
California
$8.03K
AW
1468
Avion Wealth
Texas
$8K
HWP
1469
Highline Wealth Partners
California
$7.86K -$1.44K -35 -15%
PA
1470
PSI Advisors
Florida
$7.74K
FW
1471
Fairway Wealth
Ohio
$7.61K +$7.61K +185 New
FFO
1472
Fortitude Family Office
Arizona
$7.41K -$24.3K -590 -77%
KFI
1473
Key Financial Inc
Pennsylvania
$7.16K
PMFA
1474
Plante Moran Financial Advisors
Michigan
$7.12K -$2.3K -56 -24%
HCM
1475
Hollencrest Capital Management
California
$6.91K