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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
TCM
726
Teza Capital Management
Illinois
$902K
BHBT
727
Burke & Herbert Bank & Trust
Virginia
$902K
CIA
728
Compass Ion Advisors
Pennsylvania
$902K
SSWM
729
Smith Salley Wealth Management
North Carolina
$901K
Dodge & Cox
730
Dodge & Cox
California
$899K
NB
731
Nicolet Bankshares
Wisconsin
$894K
OC
732
Oakworth Capital
Alabama
$891K
CFO
733
Callan Family Office
Pennsylvania
$888K
RFA
734
Register Financial Advisors
Georgia
$886K
CA
735
Cornerstone Advisors
North Carolina
$886K
OPA
736
Old Port Advisors
Maine
$884K
LGA
737
Lebenthal Global Advisors
New York
$877K
CCM
738
Coldstream Capital Management
Washington
$876K
SOS
739
Silver Oak Securities
Tennessee
$868K
FFM
740
Forum Financial Management
Illinois
$862K
BW
741
BIP Wealth
Georgia
$862K
NC
742
NewSquare Capital
Pennsylvania
$861K
SCA
743
STALEY CAPITAL ADVISERS
Pennsylvania
$860K
AWM
744
Avior Wealth Management
Nebraska
$857K
ACM
745
AlphaStar Capital Management
North Carolina
$852K
AT
746
American Trust
Kentucky
$851K
IP
747
Ignite Planners
California
$851K
LCM
748
Leisure Capital Management
California
$849K
TG
749
TCW Group
California
$849K
AWA
750
Adapt Wealth Advisors
Georgia
$847K