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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
RWM
1526
Rialto Wealth Management
New York
$21.5K
ME
1527
McIlrath & Eck
Washington
$21K
MBFW
1528
Morton Brown Family Wealth
Pennsylvania
$20.9K
ACM
1529
Anfield Capital Management
California
$20.2K
HNW
1530
High Note Wealth
Minnesota
$20.1K
TCM
1531
TD Capital Management
Tennessee
$20K
WAG
1532
Wilkerson Advisory Group
Missouri
$19.9K
EDRH
1533
Edmond de Rothschild Holding
Switzerland
$19.8K
JWA
1534
JFS Wealth Advisors
Pennsylvania
$19.6K
CTB
1535
Country Trust Bank
Illinois
$19.5K
AP
1536
Aspect Partners
Virginia
$19.1K
TAM
1537
Tucker Asset Management
Colorado
$19.1K
OCM
1538
Orion Capital Management
California
$19.1K
MMG
1539
Monetary Management Group
Missouri
$19.1K
FG
1540
Fairman Group
Pennsylvania
$19.1K
BW
1541
Basepoint Wealth
Iowa
$18.6K
MCA
1542
Maryland Capital Advisors
Maryland
$18.3K
HDIM
1543
Hanson & Doremus Investment Management
Vermont
$18K
PWMG
1544
Prestige Wealth Management Group
New Jersey
$17.9K
SWP
1545
Strategic Wealth Partners
Ohio
$17.8K
OP
1546
ORG Partners
Indiana
$17.8K
PSB
1547
Piscataqua Savings Bank
New Hampshire
$17.7K
MAM
1548
Meeder Asset Management
Ohio
$16.6K
DF
1549
Dunhill Financial
United Kingdom
$16.4K
CWA
1550
Carolina Wealth Advisors
South Carolina
$16.4K