TFC icon

Truist Financial

1,652 hedge funds and large institutions have $47.2B invested in Truist Financial in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 600 increasing their positions, 621 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:

1.7% more ownership

Funds ownership: 73.48%75.18% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 621

9% less call options, than puts

Call options by funds: $522M | Put options by funds: $576M

Holders
1,652
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
FCAS
1626
First Command Advisory Services
Texas
$1.67K
CNBT
1627
Cornerstone National Bank & Trust
Illinois
$1.67K
EWM
1628
Evolution Wealth Management
Florida
$1.62K
LC
1629
Luminist Capital
Michigan
$1.62K
TFM
1630
TFC Financial Management
Massachusetts
$1.53K
HIA
1631
HFM Investment Advisors
New Jersey
$1.53K
FMP
1632
Financial Management Professionals
Texas
$1.53K
AW
1633
Ankerstar Wealth
Texas
$1.48K
WW
1634
Winnow Wealth
Texas
$1.45K
MWM
1635
Mascoma Wealth Management
New Hampshire
$1.38K
WWA
1636
Wealth Watch Advisors
Colorado
$1.33K
FNWA
1637
Financial Network Wealth Advisors
Utah
$1.28K
LGWM
1638
Litman Gregory Wealth Management
California
$1.18K
NL
1639
NorthAvenue LLC
Ohio
$1.03K
HFM
1640
Harvest Fund Management
China
$1K
AWA
1641
Acumen Wealth Advisors
Tennessee
$886
ITIM
1642
Indiana Trust & Investment Management
Indiana
$787
LIA
1643
Luken Investment Analytics
Tennessee
$738
DCM
1644
Davis Capital Management
Florida
$591
SA
1645
Seneschal Advisors
Washington
$591
YDMI
1646
Y.D. More Investments
Israel
$513
DFA
1647
DHJJ Financial Advisors
Illinois
$493
WBC
1648
West Branch Capital
Massachusetts
$345
CA
1649
Crewe Advisors
Utah
$345
GFA
1650
Godfrey Financial Associates
New York
$197