We are live on ! Find out more
TFC icon

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
PS
1451
Pinney & Scofield
Massachusetts
$64.5K
HIA
1452
Harbor Investment Advisory
Maryland
$63.7K
WETS
1453
Wealth Enhancement Trust Services
South Dakota
$63.7K
PGAM
1454
Princeton Global Asset Management
New Jersey
$63.4K
BCV
1455
Banque Cantonale Vaudoise
Switzerland
$63K
AG
1456
AmeriFlex Group
Nevada
$62.5K
RAM
1457
Reflection Asset Management
South Carolina
$62.5K
BFS
1458
Burkett Financial Services
South Carolina
$62.4K
SWA
1459
SOA Wealth Advisors
New York
$60.5K
POIA
1460
Pin Oak Investment Advisors
Texas
$60K
PWAM
1461
Private Wealth Asset Management
Iowa
$59.6K
CSB
1462
City State Bank
Iowa
$57.5K
WTA
1463
Washington Trust Advisors
Massachusetts
$53.8K
PWMG
1464
Private Wealth Management Group
New Jersey
$53.7K
PAM
1465
Paradigm Asset Management
New York
$53.3K
GA
1466
GoalVest Advisory
New York
$52.3K
TH
1467
TCTC Holdings
Texas
$50.3K
DCM
1468
Dorato Capital Management
Colorado
$50.3K
WA
1469
WPG Advisers
Maryland
$50.2K
CCA
1470
Catalyst Capital Advisors
New York
$49.8K
AA
1471
Ancora Advisors
Ohio
$49.5K
DT
1472
DV Trading
Illinois
$49.2K
TM
1473
Torren Management
California
$48.5K
CA
1474
CoreCap Advisors
Michigan
$48K
FWA
1475
Flagship Wealth Advisors
Massachusetts
$47.3K