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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
APW
1476
Aventura Private Wealth
Florida
$46.3K
MTIC
1477
Missouri Trust & Investment Company
Missouri
$42K
HWM
1478
Horizons Wealth Management
North Carolina
$42K
Q1WB
1479
Quest 10 Wealth Builders
Virginia
$41.5K
SWM
1480
SHP Wealth Management
Massachusetts
$41K
WCM
1481
Winthrop Capital Management
Indiana
$41K
FA
1482
FSA Advisors
Michigan
$40.7K
BFS
1483
Bare Financial Services
Pennsylvania
$40.5K
RAM
1484
Ramirez Asset Management
New York
$39.4K
GWP
1485
Gen-Wealth Partners
Michigan
$39.3K
SEP
1486
Signature Equity Partners
Ohio
$39.2K
PB
1487
Pinnacle Bancorp
Nebraska
$37.4K
APW
1488
Atlantic Private Wealth
North Carolina
$35.2K
WAS
1489
Winch Advisory Services
Wisconsin
$35.1K
SGK
1490
Steigerwald Gordon & Koch
Virginia
$34.2K
KFAS
1491
Keating Financial Advisory Services
Kansas
$33.6K
HB
1492
Horizon Bancorp
Indiana
$33K
MHR
1493
Matthew Hamilton Rosenberg
$32.9K
MSWM
1494
Mowery & Schoenfeld Wealth Management
Illinois
$32.3K
MPW
1495
MASECO Private Wealth
$32.1K
WPA
1496
Wealth Preservation Advisors
Tennessee
$32.1K
C
1497
Covestor
United Kingdom
$32K
FP
1498
Financial Perspectives
Minnesota
$31.4K
GEA
1499
Glen Eagle Advisors
New Jersey
$31.2K
TWM
1500
Tripletail Wealth Management
Florida
$31.2K