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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
BG
1726
Bollard Group
Massachusetts
IIC
1727
Integrated Investment Consultants
Michigan
TW
1728
TritonPoint Wealth
Maryland
BCA
1729
Bay Colony Advisors
Massachusetts
PCA
1730
Providence Capital Advisors
North Carolina
JFGLC
1731
Johnson Financial Group LLC (Colorado)
Colorado
HWA
1732
Heartwood Wealth Advisors
Virginia
PEAK6
1733
PEAK6
Illinois
CIR
1734
Clear Investment Research
Georgia
MSG
1735
Main Street Group
Virginia
JWM
1736
JPL Wealth Management
Colorado
MSWA
1737
Marshall & Sterling Wealth Advisors
New York
Walleye Capital
1738
Walleye Capital
New York
FDCP
1739
Foster Dykema Cabot & Partners
Massachusetts
RA
1740
Rise Advisors
New York
HFS
1741
Hopwood Financial Services
Virginia
PAM
1742
Palisade Asset Management
Minnesota
ATC
1743
Advantage Trust Company
Kansas
GXJ
1744
Global X Japan
Japan
MAM
1745
Marquette Asset Management
Minnesota
SIS
1746
Strategic Investment Solutions
Illinois
PP
1747
Pacifica Partners
Canada
JFG
1748
JDM Financial Group
Texas
GWSG
1749
GPS Wealth Strategies Group
Colorado
CWM
1750
Crowley Wealth Management
Delaware