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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
CPG
1576
Cornerstone Planning Group
New Jersey
$10.5K
CMA
1577
Cedar Mountain Advisors
Oregon
$10.3K
WB
1578
Webster Bank
Connecticut
$9.84K
RS
1579
Rakuten Securities
Japan
$9.64K
CIAS
1580
CBIZ Investment Advisory Services
Ohio
$9.64K
WWM
1581
Wolff Wiese Magana
California
$9.6K
S
1582
Sachetta
Massachusetts
$9.01K
TPBG
1583
Turning Point Benefit Group
Maryland
$9.01K
CMP
1584
Coston McIsaac & Partners
Maine
$9K
CFG
1585
Clayton Financial Group
Missouri
$8.86K
BCM
1586
Boreal Capital Management
Florida
$8.66K
PMFA
1587
Plante Moran Financial Advisors
Michigan
$8.51K
HCM
1588
Hollencrest Capital Management
California
$8.27K
LWMI
1589
Legacy Wealth Management (Idaho)
Idaho
$8.07K
CB
1590
Centennial Bank
Arkansas
$7.92K
EFMH
1591
E Fund Management (HK)
Hong Kong
$7.74K
KFI
1592
Key Financial Inc
Pennsylvania
$7.68K
GAFA
1593
Garton & Associates Financial Advisors
Kentucky
$7.65K
CFM
1594
Cornerstone Financial Management
Massachusetts
$7.58K
KG
1595
Kilter Group
New York
$7.43K
FGA
1596
Fortis Group Advisors
New Jersey
$7.38K
NL
1597
NVWM LLC
Pennsylvania
$7.36K
MAS
1598
MPWM Advisory Solutions
Georgia
$7.15K
AIS
1599
Advocate Investing Services
Maryland
$7.04K
IWM
1600
IMG Wealth Management
Florida
$6.94K