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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
LGWM
1651
Litman Gregory Wealth Management
California
$1.18K
NL
1652
NorthAvenue LLC
Ohio
$1.03K
TBFA
1653
Three Bearings Fiduciary Advisors
New Hampshire
$1.03K
HFM
1654
Harvest Fund Management
China
$1K
AWA
1655
Acumen Wealth Advisors
Tennessee
$886
ITIM
1656
Indiana Trust & Investment Management
Indiana
$787
LIA
1657
Luken Investment Analytics
Tennessee
$738
DCM
1658
Davis Capital Management
Florida
$591
SA
1659
Seneschal Advisors
Washington
$591
YDMI
1660
Y.D. More Investments
Israel
$513
DFA
1661
DHJJ Financial Advisors
Illinois
$493
WBC
1662
West Branch Capital
Massachusetts
$345
CA
1663
Crewe Advisors
Utah
$345
GFA
1664
Godfrey Financial Associates
New York
$197
LSA
1665
Leonteq Securities AG
Switzerland
$98
OC
1666
Optima Capital
Oregon
$49
ACL
1667
Azora Capital LP
Florida
AL
1668
Appaloosa LP
New Jersey
CLGM
1669
Capitolis Liquid Global Markets
New York
Kovitz Investment Group Partners
1670
Kovitz Investment Group Partners
Illinois
JF
1671
Jump Financial
Illinois
JG
1672
Jain Global
New York
NCM
1673
Nearwater Capital Markets
Ireland
SW
1674
SteelPeak Wealth
California
IFU
1675
iSAM Funds (UK)
United Kingdom