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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
HFS
1501
Horizon Financial Services
North Carolina
$31.2K
MO
1502
McMillan Office
Michigan
$31K
DI
1503
DAGCO Inc
Ohio
$30.7K
VWM
1504
Valley Wealth Managers
New Jersey
$30.5K
Loomis, Sayles & Company
1505
Loomis, Sayles & Company
Massachusetts
$29.6K
MFC
1506
Mechanics Financial Corp
Ohio
$29.5K
TCM
1507
Triumph Capital Management
Colorado
$29.5K
FMTCOCP
1508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
NWM
1509
Navigoe Wealth Management
California
$29K
PIS
1510
POM Investment Strategies
North Carolina
$29K
SC
1511
Swan Capital
Florida
$28.1K
PFSC
1512
Peoples Financial Services Corp
Pennsylvania
$27.9K
SR
1513
Swiss Re
Switzerland
$26.2K
KAS
1514
Kemnay Advisory Services
New York
$24.9K
VWWMG
1515
Vermillion & White Wealth Management Group
Pennsylvania
$24.5K
PP
1516
PFS Partners
New Jersey
$23.8K
WA
1517
Westfuller Advisors
New York
$23.7K
RWPA
1518
Richard W. Paul & Associates
Michigan
$23.6K
TWD
1519
True Wealth Design
Ohio
$23.6K
PB
1520
Prosperity Bancshares
Texas
$23.4K
NEWAS
1521
N.E.W. Advisory Services
Wisconsin
$23.3K
OAJ
1522
Ogorek Anthony Joseph
New York
$23K
DWM
1523
Dogwood Wealth Management
Kansas
$22.6K
HFM
1524
Hartford Financial Management
Connecticut
$22.1K
MCA
1525
McGuire Capital Advisors
Oklahoma
$22K