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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 %
DSA
301
Davis Selected Advisers
Arizona
$6.7M -$25.2K -586 -0.4%
AF
302
Alerus Financial
North Dakota
$6.61M +$471K +10,955 +8%
OPTFSNA
303
Old Point Trust & Financial Services N A
Virginia
$6.6M -$354K -8,225 -5%
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$6.52M -$48.9K -1,137 -0.7%
MOACM
305
Mutual of America Capital Management
New York
$6.46M -$123K -2,852 -2%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$6.38M -$1.47M -34,260 -19%
SOADOR
307
State of Alaska Department of Revenue
Alaska
$6.32M -$305K -7,100 -5%
HPG
308
Harvest Portfolios Group
Ontario, Canada
$6.24M -$69.3K -1,611 -1%
DS
309
DRW Securities
Illinois
$6.23M +$5.97M +138,920 +2,354%
CIA
310
Concurrent Investment Advisors
Florida
$6.21M +$14.4K +336 +0.2%
AUB
311
Atlantic Union Bankshares
Virginia
$6.2M +$3.24M +75,483 +110%
OC
312
Oppenheimer & Co
New York
$6.13M +$182K +4,224 +3%
ASN
313
Advisory Services Network
Georgia
$6.12M -$649K -14,858 -10%
WP
314
Woodline Partners
California
$6.09M +$1.31M +30,474 +27%
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$6.07M -$7.18K -167 -0.1%
JPWM
316
Jamison Private Wealth Management
Georgia
$6.05M -$97.7K -2,273 -2%
CWG
317
Cornerstone Wealth Group
North Carolina
$6.03M +$111K +2,589 +2%
IC
318
IEQ Capital
California
$6M +$2.35M +54,572 +64%
AI
319
Atria Investments
North Carolina
$5.86M +$238K +5,544 +4%
ABC
320
Associated Banc-Corp
Wisconsin
$5.69M -$245K -5,708 -4%
SCM
321
Shelton Capital Management
Colorado
$5.67M +$505K +11,744 +10%
SI
322
Stephens Inc
Arkansas
$5.63M -$34.3K -799 -0.6%
UCMOK
323
United Capital Management of KS
Kansas
$5.55M +$150K +3,485 +3%
GWMIA
324
Global Wealth Management Investment Advisory
Florida
$5.54M +$1.69M +39,308 +44%
VPIM
325
Vanguard Personalized Indexing Management
California
$5.52M -$99.5K -2,313 -2%