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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
AAG
1551
Armstrong Advisory Group
Massachusetts
$15.7K
SC
1552
Solstein Capital
California
$15.3K
OSNBOA
1553
Old Second National Bank of Aurora
Illinois
$14.8K
CT
1554
Coastline Trust
Rhode Island
$14.8K
EPG
1555
Estate Planners Group
Pennsylvania
$14.8K
OW
1556
Olistico Wealth
Oklahoma
$14.8K
HWP
1557
Highline Wealth Partners
California
$14.4K
FFO
1558
Fortitude Family Office
Arizona
$14.3K
VWA
1559
Valued Wealth Advisors
Utah
$14.1K
MIFH
1560
Migdal Insurance & Financial Holdings
Israel
$14K
SHIM
1561
Stone House Investment Management
Pennsylvania
$13.8K
HHMI
1562
Howard Hughes Medical Institute
Maryland
$13.6K
FFA
1563
Frazier Financial Advisors
Ohio
$13.5K
SA
1564
Scarborough Advisors
Maryland
$13.4K
EWA
1565
EQ Wealth Advisors
Texas
$13K
BSB
1566
Bangor Savings Bank
Maine
$13K
BIA
1567
Bell Investment Advisors
California
$12.6K
MWA
1568
Miller Wealth Advisors
Colorado
$12.3K
AFC
1569
Ares Financial Consulting
California
$12.3K
DJSG
1570
D.J. St. Germain
Massachusetts
$12.2K
DSC
1571
Duncker Streett & Co
Missouri
$12K
AW
1572
Avion Wealth
Texas
$12K
OCM
1573
Osbon Capital Management
Massachusetts
$11.1K
AP
1574
Atwood & Palmer
Missouri
$11.1K
SA
1575
Strategic Advocates
Utah
$10.9K