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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
Q1WB
1526
Quest 10 Wealth Builders
Virginia
$1.41K
OP
1527
ORG Partners
Indiana
$1.31K
FNWA
1528
Financial Network Wealth Advisors
Utah
$1.07K
BHWM
1529
Bay Harbor Wealth Management
Maryland
$740
PWM
1530
Parkworth Wealth Management
California
$700
BMC
1531
Bear Mountain Capital
Washington
$682
PWM
1532
Puff Wealth Management
New Jersey
$623
OCM
1533
Osterweis Capital Management
California
$617
HIA
1534
HFM Investment Advisors
New Jersey
$577
PWA
1535
Principia Wealth Advisory
Texas
$570
DWM
1536
Dogwood Wealth Management
Kansas
$535
YDMI
1537
Y.D. More Investments
Israel
$510
GP
1538
Greenline Partners
New York
$453
DFA
1539
DHJJ Financial Advisors
Illinois
$412
WBC
1540
West Branch Capital
Massachusetts
$289
GA
1541
GoalVest Advisory
New York
$288
Norges Bank
1542
Norges Bank
Norway
ACL
1543
Azora Capital LP
Florida
Massachusetts Financial Services
1544
Massachusetts Financial Services
Massachusetts
PAMP
1545
Polar Asset Management Partners
Ontario, Canada
Renaissance Technologies
1546
Renaissance Technologies
New York
DFO
1547
Duquesne Family Office
New York
CM
1548
Crestline Management
Texas
CPCPP
1549
Canada Post Corporation Pension Plan
Canada
MMA
1550
Mizuho Markets Americas
New York