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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
PUI
1601
Purpose Unlimited Inc
$6.59K
DSC
1602
Daytona Street Capital
Missouri
$6.59K
SIC
1603
SJS Investment Consulting
Ohio
$6.42K
DPW
1604
DiNuzzo Private Wealth
Pennsylvania
$6.4K
LB
1605
Legacy Bridge
Iowa
$6K
SIA
1606
Sit Investment Associates
Minnesota
$6K
FFC
1607
First Financial Corp
Indiana
$5.91K
SFG
1608
Strive Financial Group
Indiana
$5.86K
Kayne Anderson Rudnick Investment Management
1609
Kayne Anderson Rudnick Investment Management
California
$5.62K
BHWM
1610
Bay Harbor Wealth Management
Maryland
$5.26K
WFA
1611
West Financial Advisors
Iowa
$5.02K
NWS
1612
Nvest Wealth Strategies
Ohio
$4.92K
WCM
1613
Westend Capital Management
California
$4.92K
DWM
1614
Darwin Wealth Management
Florida
$4.73K
NWM
1615
Nova Wealth Management
Florida
$4.4K
PWM
1616
Proathlete Wealth Management
Florida
$4.38K
DIP
1617
DT Investment Partners
Pennsylvania
$4.33K
BDPWM
1618
Barnes Dennig Private Wealth Management
Ohio
$4.18K
CWP
1619
Clark Wealth Partners
Illinois
$4.04K
DF
1620
DecisionPoint Financial
Arizona
$3.99K
CTWM
1621
Cherry Tree Wealth Management
Minnesota
$3.84K
KCM
1622
Key Capital Management
Tennessee
$3.4K
LWM
1623
Lodestone Wealth Management
Washington
$3.2K
BHWM
1624
Beaird Harris Wealth Management
Texas
$3.1K
QA
1625
Quattro Advisors
Pennsylvania
$2.95K