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Truist Financial

1,514 hedge funds and large institutions have $41B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 601 increasing their positions, 603 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
-25
Holders Change %
-1.62%
% of All Funds
20.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
115
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 %
MAS
651
Meeder Advisory Services
Ohio
$1.12M -$38.9K -906 -3%
VA
652
VestGen Advisors
Illinois
$1.12M +$91.9K +2,138 +9%
RC
653
RBF Capital
California
$1.11M
LBC
654
Lowe Brockenbrough & Co
Virginia
$1.11M
BJL
655
Brighton Jones LLC
Washington
$1.1M +$107K +2,497 +11%
SFI
656
Siemens Fonds Invest
Germany
$1.08M +$149K +3,464 +16%
FL
657
Fourthstone LLC
Missouri
$1.08M +$47.3K +1,100 +5%
BO
658
Bank OZK
Arkansas
$1.07M +$13.4K +311 +1%
TSWM
659
Triangle Securities Wealth Management
North Carolina
$1.07M -$1.11M -25,933 -51%
PAMG
660
Patton Albertson Miller Group
Tennessee
$1.07M +$41.7K +971 +4%
BIM
661
Bridges Investment Management
Nebraska
$1.06M +$1.29K +30 +0.1%
BBHC
662
Brown Brothers Harriman & Co
New York
$1.06M +$196K +4,570 +23%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$364K +8,456 +52%
N
664
Numerai
California
$1.06M +$1.06M +24,640 New
CTI
665
Community Trust & Investment
Kentucky
$1.06M
LNWWM
666
Laird Norton Wetherby Wealth Management
California
$1.06M +$1.06M +24,586 New
CFCI
667
Comprehensive Financial Consultants Institutional
Indiana
$1.05M -$9.37K -218 -0.9%
WF
668
Welch & Forbes
Massachusetts
$1.05M -$7.35K -171 -0.7%
PCMN
669
Paradigm Capital Management (Nevada)
Nevada
$1.05M -$80.6K -1,875 -7%
RWA
670
River Wealth Advisors
Pennsylvania
$1.04M -$164K -3,812 -14%
HAG
671
HighPoint Advisor Group
Illinois
$1.04M -$36.3K -845 -3%
SCA
672
Snowden Capital Advisors
New York
$1.04M -$8.51K -198 -0.8%
CPSAC
673
Chas P. Smith & Associates (CPS)
Florida
$1.03M +$12.7K +296 +1%
WIA
674
World Investment Advisors
California
$1.03M +$15.1K +351 +1%
PIWA
675
Prevail Innovative Wealth Advisors
Kansas
$1.02M +$233K +5,412 +30%