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Truist Financial

1,525 hedge funds and large institutions have $41.2B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 606 increasing their positions, 607 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,525
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$573M
Puts
$345M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$3.56M
TAM
402
Tocqueville Asset Management
New York
$3.49M
VanEck Associates
403
VanEck Associates
New York
$3.49M
BFA
404
Bragg Financial Advisors
North Carolina
$3.44M
WG
405
Wealth Group
North Carolina
$3.44M
CSP
406
Cary Street Partners
Virginia
$3.44M
ET
407
Equitable Trust
Tennessee
$3.41M
HIMCH
408
Hartford Investment Management Co (HIMCO)
Connecticut
$3.37M
PAG
409
Private Advisor Group
New Jersey
$3.35M
BAMF
410
BI Asset Management Fondsmaeglerselskab
Denmark
$3.32M
TPCW
411
TD Private Client Wealth
New York
$3.29M
Thrivent Financial for Lutherans
412
Thrivent Financial for Lutherans
Minnesota
$3.29M
Wellington Management Group
413
Wellington Management Group
Massachusetts
$3.28M
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$3.28M
GWM
415
Glass Wealth Management
Texas
$3.27M
NB
416
Norinchukin Bank
Japan
$3.16M
MFG
417
Merit Financial Group
Georgia
$3.13M
JWCA
418
J.W. Cole Advisors
Florida
$3.05M
AIM
419
Anchor Investment Management
South Carolina
$3.01M
CWP
420
Concord Wealth Partners
Virginia
$3M
CAMV
421
Concord Asset Management (Virginia)
Virginia
$3M
UBG
422
United Bank (Georgia)
Georgia
$2.99M
LFG
423
Larson Financial Group
Missouri
$2.98M
CAG
424
Csenge Advisory Group
Florida
$2.98M
LSERS
425
Louisiana State Employees Retirement System
Louisiana
$2.97M