TFC icon

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 %
EWM
701
EPG Wealth Management
Georgia
$957K -$30.5K -710 -3%
WFS
702
Widmann Financial Services
Maryland
$953K -$29.6K -689 -3%
WCBA
703
Weaver C. Barksdale & Associates
Tennessee
$953K -$9.89K -230 -1%
ISL
704
Ingalls & Snyder LLC
New York
$948K
KFGG
705
Keystone Financial Group (Georgia)
Georgia
$942K +$11.8K +266 +1%
BIA
706
BHK Investment Advisors
Alabama
$938K -$11.6K -270 -1%
SWP
707
Sagespring Wealth Partners
Tennessee
$937K +$170K +3,946 +22%
EWA
708
EP Wealth Advisors
California
$936K +$221K +5,143 +31%
GT
709
Glenview Trust
Kentucky
$935K -$989 -23 -0.1%
WI
710
WBI Investments
New Jersey
$935K +$935K +21,746 New
MLA
711
My Legacy Advisors
Oregon
$931K +$227K +4,980 +32%
AFCM
712
Applied Finance Capital Management
Puerto Rico
$931K +$43.8K +1,018 +5%
FFA
713
Farther Finance Advisors
California
$923K +$43.4K +1,010 +5%
CNTOF
714
Canandaigua National Trust of Florida
New York
$919K +$7.09K +165 +0.8%
AG
715
Ascent Group
Virginia
$916K -$29.9K -695 -3%
BG
716
Bahl & Gaynor
Ohio
$914K -$329K -7,661 -26%
CRI
717
Commonwealth Retirement Investments
Virginia
$913K -$2.44M -56,799 -73%
UB
718
UMB Bank
Missouri
$912K -$731K -16,995 -44%
CC
719
Carlson Capital
Texas
$911K +$911K +21,200 New
CAAS
720
Capital Asset Advisory Services
Michigan
$911K +$17.8K +402 +2%
PIM
721
Plato Investment Management
Australia
$907K +$188K +4,383 +26%
CA
722
Carson Advisory
Georgia
$903K +$30.2K +702 +3%
TCM
723
Teza Capital Management
Illinois
$902K -$311K -7,225 -26%
BHBT
724
Burke & Herbert Bank & Trust
Virginia
$902K -$1.12K -26 -0.1%
CIA
725
Compass Ion Advisors
Pennsylvania
$902K +$1.42K +33 +0.2%