TFC icon

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
RBC
1601
Romano Brothers & Co
Illinois
CC
1602
Chicago Capital
Illinois
WEG
1603
World Equity Group
Illinois
ILI
1604
Invesco LLC (Illinois)
Illinois
WWM
1605
Western Wealth Management
Colorado
HTIM
1606
Harbour Trust & Investment Management
Indiana
FAT
1607
First American Trust
California
AFGAS
1608
Allegiance Financial Group Advisory Services
Virginia
TFF
1609
The Family Firm
Maryland
LI
1610
Lafayette Investments
Maryland
TFS
1611
Thoroughbred Financial Services
Tennessee
AW
1612
Alaethes Wealth
Nevada
PMG
1613
ProVise Management Group
Florida
DFG
1614
Delta Financial Group
New Jersey
AC
1615
ASB Consultores
Florida
PP
1616
PDS Planning
Ohio
SFG
1617
SevenBridge Financial Group
Pennsylvania
FCP
1618
Fidelis Capital Partners
Florida
OC
1619
Oarsman Capital
Wisconsin
WAM
1620
WFA Asset Management
Wisconsin
ACM
1621
Aster Capital Management
United Arab Emirates
PIS
1622
POM Investment Strategies
North Carolina
CIAM
1623
Caitong International Asset Management
Hong Kong
CCA
1624
Catalyst Capital Advisors
New York
FIA
1625
FNY Investment Advisers
New York