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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 %
FC
676
FORA Capital
Florida
$1.01M +$1.01M +23,581 New
PIM
677
Provident Investment Management
Michigan
$1.01M +$9.03K +210 +0.9%
HCM
678
Hodges Capital Management
Texas
$1.01M -$554K -12,884 -35%
CSA
679
Cornerstone Select Advisors
Missouri
$1.01M -$21.3K -495 -2%
RA
680
RFG Advisory
Alabama
$1.01M +$44.4K +1,032 +5%
GWM
681
Geneos Wealth Management
Colorado
$1.01M -$944K -21,962 -48%
PD
682
Point72 (DIFC)
United Arab Emirates
$1M -$6.69M -155,680 -87%
CAC
683
Certified Advisory Corp
Florida
$1M -$9.63K -224 -1%
SC
684
Scotia Capital
Ontario, Canada
$994K +$86.5K +2,013 +10%
FSA
685
Fort Sheridan Advisors
Illinois
$992K +$31K +720 +3%
MNBTD
686
Moody National Bank Trust Division
Texas
$989K +$9.07K +211 +0.9%
FSA
687
Financial Security Advisor
Virginia
$988K +$4.17K +97 +0.4%
LAM
688
LOM Asset Management
$983K +$983K +22,862 New
MIP
689
Marietta Investment Partners
Wisconsin
$982K -$640K -14,887 -39%
GCA
690
Greenwood Capital Associates
South Carolina
$978K -$43K -1,000 -4%
GCP
691
Garda Capital Partners
Minnesota
$978K -$2.46M -57,242 -72%
TTIC
692
Tower Trust & Investment Company
Iowa
$977K -$1.68K -39 -0.2%
SL
693
Salomon & Ludwin
Virginia
$977K -$1.98K -44 -0.2%
AWS
694
Atria Wealth Solutions
New York
$975K -$329K -7,547 -25%
IF
695
Intrua Financial
Texas
$970K +$70.2K +1,633 +8%
LFA
696
Legacy Financial Advisors
Kentucky
$968K -$612K -14,247 -39%
MWM
697
Meridian Wealth Management
Kentucky
$964K -$22.4K -520 -2%
IAIM
698
International Assets Investment Management
Florida
$964K -$113K -2,623 -10%
DA
699
Dover Advisors
Virginia
$963K -$58.1K -1,351 -6%
MCM
700
Monument Capital Management
Virginia
$958K