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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
NC
1501
North Capital
Utah
$4.07K
CMP
1502
Coston McIsaac & Partners
Maine
$4K
NL
1503
NVWM LLC
Pennsylvania
$3.92K
Kayne Anderson Rudnick Investment Management
1504
Kayne Anderson Rudnick Investment Management
California
$3.91K
CPG
1505
Cornerstone Planning Group
New Jersey
$3.86K
DIP
1506
DT Investment Partners
Pennsylvania
$3.62K
PPWM
1507
PFG Private Wealth Management
Florida
$3.62K
BDPWM
1508
Barnes Dennig Private Wealth Management
Ohio
$3.5K
CTWM
1509
Cherry Tree Wealth Management
Minnesota
$3.21K
ITIM
1510
Indiana Trust & Investment Management
Indiana
$3.17K
TCA
1511
Trifecta Capital Advisors
Illinois
$3.13K
TFM
1512
TFC Financial Management
Massachusetts
$2.88K
FAM
1513
Flaharty Asset Management
Florida
$2.84K
RAM
1514
Riggs Asset Management
Pennsylvania
$2.62K
T
1515
Transce3nd
Texas
$2.54K
SWC
1516
Spectrum Wealth Counsel
Indiana
$2.48K
FFA
1517
Frazier Financial Advisors
Ohio
$2.43K
LWMI
1518
Legacy Wealth Management (Idaho)
Idaho
$2.43K
AF
1519
Abound Financial
California
$2.39K
CAWM
1520
Capital A Wealth Management
Pennsylvania
$2.35K
CAC
1521
Core Alternative Capital
Georgia
$2.06K
WCM
1522
WealthTrak Capital Management
Virginia
$1.85K
DAL
1523
Delta Accumulation LLC
California
$1.67K
WW
1524
Winnow Wealth
Texas
$1.65K
WA
1525
WestEnd Advisors
North Carolina
$1.56K