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Truist Financial

1,513 hedge funds and large institutions have $41B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 601 increasing their positions, 603 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
20.28%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
114
Increased
601
Reduced
603
Closed
116
Calls
$573M
Puts
$345M
Net Calls
+$228M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
UIM
251
USS Investment Management
United Kingdom
$8.89M +$256K +5,957 +3%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$8.86M -$2.06M -47,819 -19%
CCMINC
253
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.83M +$280K +6,506 +3%
JFG
254
Jefferies Financial Group
New York
$8.8M +$8.8M +204,627 New
HPCM
255
Hunter Perkins Capital Management
Illinois
$8.78M +$37.4K +870 +0.4%
AssetMark Inc
256
AssetMark Inc
California
$8.78M +$3.85M +89,477 +78%
BMSSC
257
B. Metzler seel. Sohn & Co
Germany
$8.64M +$883K +20,533 +11%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$8.61M +$211K +4,910 +3%
NCM
259
Nearwater Capital Markets
Ireland
$8.6M -$1.29M -30,044 -13%
PFSRSONJ
260
Police & Firemen's Retirement System of New Jersey
New Jersey
$8.51M +$182K +4,222 +2%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$8.44M +$369K +8,577 +5%
HI
262
Horizon Investments
North Carolina
$8.4M +$7.33M +172,508 +683%
RP
263
Rowlandmiller & Partners
Georgia
$8.28M -$92.3K -2,147 -1%
X
264
Xponance
Pennsylvania
$8.22M +$176K +4,105 +2%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$8.21M +$375K +8,717 +5%
AWA
266
Arkadios Wealth Advisors
Georgia
$8.19M +$664K +15,436 +9%
1IA
267
1834 Investment Advisors
Wisconsin
$8.09M -$3.18K -74 -0%
FM
268
Freemont Management
Switzerland
$8.06M +$1.89M +44,000 +31%
AAS
269
Avantax Advisory Services
Texas
$7.87M +$776K +18,057 +11%
HCM
270
Huber Capital Management
California
$7.8M +$2.15M +50,000 +38%
IWA
271
IBEX Wealth Advisors
New Jersey
$7.76M +$162K +3,766 +2%
YCM
272
Yousif Capital Management
Michigan
$7.73M -$68.7K -1,598 -0.9%
NYLIM
273
New York Life Investment Management
New York
$7.65M +$90.7K +2,109 +1%
LCM
274
Logan Capital Management
Pennsylvania
$7.62M -$580K -13,497 -7%
M&T Bank
275
M&T Bank
New York
$7.55M +$202K +4,702 +3%