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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
DA
701
Dover Advisors
Virginia
$963K
MCM
702
Monument Capital Management
Virginia
$958K
EWM
703
EPG Wealth Management
Georgia
$957K
WFS
704
Widmann Financial Services
Maryland
$953K
WCBA
705
Weaver C. Barksdale & Associates
Tennessee
$953K
ISL
706
Ingalls & Snyder LLC
New York
$948K
VFA
707
Valeo Financial Advisors
Indiana
$944K
KFGG
708
Keystone Financial Group (Georgia)
Georgia
$942K
BIA
709
BHK Investment Advisors
Alabama
$938K
SWP
710
Sagespring Wealth Partners
Tennessee
$937K
EWA
711
EP Wealth Advisors
California
$936K
GT
712
Glenview Trust
Kentucky
$935K
WI
713
WBI Investments
New Jersey
$935K
MLA
714
My Legacy Advisors
Oregon
$931K
AFCM
715
Applied Finance Capital Management
Puerto Rico
$931K
FFA
716
Farther Finance Advisors
California
$923K
CNTOF
717
Canandaigua National Trust of Florida
New York
$919K
AG
718
Ascent Group
Virginia
$916K
BG
719
Bahl & Gaynor
Ohio
$914K
CRI
720
Commonwealth Retirement Investments
Virginia
$913K
UB
721
UMB Bank
Missouri
$912K
CC
722
Carlson Capital
Texas
$911K
CAAS
723
Capital Asset Advisory Services
Michigan
$911K
PIM
724
Plato Investment Management
Australia
$907K
CA
725
Carson Advisory
Georgia
$903K