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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
DAS
1576
Diversify Advisory Services
Utah
CCA
1577
Cobblestone Capital Advisors
New York
CCM
1578
Chiron Capital Management
Florida
AWF
1579
Alpha Wealth Funds
Utah
FTUS
1580
Flow Traders U.S.
New York
AWP
1581
Ascent Wealth Partners
New York
IUHSA
1582
Itau Unibanco Holding S.A.
Brazil
CCT
1583
Capital City Trust
Florida
SAM
1584
Secure Asset Management
Michigan
KA
1585
Kovack Advisors
Florida
RIG
1586
RiverFront Investment Group
Virginia
GSEP
1587
Golden State Equity Partners
California
SWIG
1588
Strategic Wealth Investment Group
Kentucky
FTC
1589
Farmers Trust Company
Ohio
AAS
1590
Ameritas Advisory Services
Nebraska
TC
1591
TAGStone Capital
North Carolina
TW
1592
Traveka Wealth
California
TPI
1593
Trust Point Inc
Wisconsin
CHP
1594
Cable Hill Partners
Oregon
CG
1595
CFO4Life Group
Texas
BWP
1596
Balboa Wealth Partners
Arizona
MMM
1597
Mendel Money Management
Illinois
SSG
1598
Summit Securities Group
New York
CCP
1599
Cassia Capital Partners
North Carolina
NPT
1600
Nixon Peabody Trust
Massachusetts