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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 %
NL
1501
NVWM LLC
Pennsylvania
$3.92K +$82 +2 +2%
Kayne Anderson Rudnick Investment Management
1502
Kayne Anderson Rudnick Investment Management
California
$3.91K -$14K -336 -78%
CPG
1503
Cornerstone Planning Group
New Jersey
$3.86K -$409 -11 -10%
DIP
1504
DT Investment Partners
Pennsylvania
$3.62K
PPWM
1505
PFG Private Wealth Management
Florida
$3.62K
BDPWM
1506
Barnes Dennig Private Wealth Management
Ohio
$3.5K +$3.5K +85 New
CTWM
1507
Cherry Tree Wealth Management
Minnesota
$3.21K
ITIM
1508
Indiana Trust & Investment Management
Indiana
$3.17K -$4.12K -100 -56%
TCA
1509
Trifecta Capital Advisors
Illinois
$3.13K
TFM
1510
TFC Financial Management
Massachusetts
$2.88K
FAM
1511
Flaharty Asset Management
Florida
$2.84K +$2.84K +69 New
RAM
1512
Riggs Asset Management
Pennsylvania
$2.62K
T
1513
Transce3nd
Texas
$2.54K -$7.53K -184 -75%
SWC
1514
Spectrum Wealth Counsel
Indiana
$2.48K
FFA
1515
Frazier Financial Advisors
Ohio
$2.43K
LWMI
1516
Legacy Wealth Management (Idaho)
Idaho
$2.43K
AF
1517
Abound Financial
California
$2.39K +$2.39K +58 New
CAWM
1518
Capital A Wealth Management
Pennsylvania
$2.35K +$905 +22 +63%
CAC
1519
Core Alternative Capital
Georgia
$2.06K -$2.22K -54 -52%
WCM
1520
WealthTrak Capital Management
Virginia
$1.85K +$1.44K +35 +350%
DAL
1521
Delta Accumulation LLC
California
$1.67K -$654K -15,300 -100%
WW
1522
Winnow Wealth
Texas
$1.65K +$565 +14 +52%
WA
1523
WestEnd Advisors
North Carolina
$1.56K +$1.03K +25 +192%
Q1WB
1524
Quest 10 Wealth Builders
Virginia
$1.41K -$58.6K -1,409 -98%
OP
1525
ORG Partners
Indiana
$1.31K -$5K -122 -79%