We are live on ! Find out more
TFC icon

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
AF
1626
Abound Financial
California
$2.85K
BGA
1627
Battery Global Advisors
Massachusetts
$2.85K
NL
1628
Navalign LLC
California
$2.64K
RWM
1629
RMG Wealth Management
Wisconsin
$2.52K
AIA
1630
Aventus Investment Advisors
Florida
$2.46K
RFA
1631
Reyes Financial Architecture
California
$2.46K
WA
1632
WestEnd Advisors
North Carolina
$2.02K
EWP
1633
Elevation Wealth Partners
California
$1.97K
DAL
1634
Delta Accumulation LLC
California
$1.92K
CCMI
1635
Creative Capital Management Investments
California
$1.92K
QWM
1636
Quaker Wealth Management
New Jersey
$1.77K
PWA
1637
Principia Wealth Advisory
Texas
$1.67K
FCAS
1638
First Command Advisory Services
Texas
$1.67K
CNBT
1639
Cornerstone National Bank & Trust
Illinois
$1.67K
EWM
1640
Evolution Wealth Management
Florida
$1.62K
LC
1641
Luminist Capital
Michigan
$1.62K
1CP
1642
1015 Capital Partners
Pennsylvania
$1.57K
TFM
1643
TFC Financial Management
Massachusetts
$1.53K
HIA
1644
HFM Investment Advisors
New Jersey
$1.53K
FMP
1645
Financial Management Professionals
Texas
$1.53K
AW
1646
Ankerstar Wealth
Texas
$1.48K
WW
1647
Winnow Wealth
Texas
$1.45K
MWM
1648
Mascoma Wealth Management
New Hampshire
$1.38K
WWA
1649
Wealth Watch Advisors
Colorado
$1.33K
FNWA
1650
Financial Network Wealth Advisors
Utah
$1.28K