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Truist Financial

1,534 hedge funds and large institutions have $41.2B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 609 increasing their positions, 610 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
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
IF
701
Intrua Financial
Texas
$970K
LFA
702
Legacy Financial Advisors
Kentucky
$968K
MWM
703
Meridian Wealth Management
Kentucky
$964K
IAIM
704
International Assets Investment Management
Florida
$964K
DA
705
Dover Advisors
Virginia
$963K
MCM
706
Monument Capital Management
Virginia
$958K
EWM
707
EPG Wealth Management
Georgia
$957K
WFS
708
Widmann Financial Services
Maryland
$953K
WCBA
709
Weaver C. Barksdale & Associates
Tennessee
$953K
ISL
710
Ingalls & Snyder LLC
New York
$948K
VFA
711
Valeo Financial Advisors
Indiana
$944K
KFGG
712
Keystone Financial Group (Georgia)
Georgia
$942K
BIA
713
BHK Investment Advisors
Alabama
$938K
SWP
714
Sagespring Wealth Partners
Tennessee
$937K
EWA
715
EP Wealth Advisors
California
$936K
GT
716
Glenview Trust
Kentucky
$935K
WI
717
WBI Investments
New Jersey
$935K
MLA
718
My Legacy Advisors
Oregon
$931K
AFCM
719
Applied Finance Capital Management
Puerto Rico
$931K
FFA
720
Farther Finance Advisors
California
$923K
CNTOF
721
Canandaigua National Trust of Florida
New York
$919K
AG
722
Ascent Group
Virginia
$916K
BG
723
Bahl & Gaynor
Ohio
$914K
CRI
724
Commonwealth Retirement Investments
Virginia
$913K
UB
725
UMB Bank
Missouri
$912K