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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 %
SSWM
726
Smith Salley Wealth Management
North Carolina
$901K +$457K +10,620 +103%
Dodge & Cox
727
Dodge & Cox
California
$899K -$25.8K -601 -3%
NB
728
Nicolet Bankshares
Wisconsin
$894K -$112K -2,605 -11%
OC
729
Oakworth Capital
Alabama
$891K -$35K -814 -4%
CFO
730
Callan Family Office
Pennsylvania
$888K +$289K +6,733 +48%
RFA
731
Register Financial Advisors
Georgia
$886K +$95.1K +2,211 +12%
CA
732
Cornerstone Advisors
North Carolina
$886K
OPA
733
Old Port Advisors
Maine
$884K +$665K +15,464 +304%
LGA
734
Lebenthal Global Advisors
New York
$877K -$18.2K -423 -2%
CCM
735
Coldstream Capital Management
Washington
$876K -$65.4K -1,521 -7%
SOS
736
Silver Oak Securities
Tennessee
$868K +$206K +4,781 +31%
FFM
737
Forum Financial Management
Illinois
$862K +$49.7K +1,157 +6%
BW
738
BIP Wealth
Georgia
$862K -$18.1K -420 -2%
NC
739
NewSquare Capital
Pennsylvania
$861K -$41.2K -959 -5%
SCA
740
STALEY CAPITAL ADVISERS
Pennsylvania
$860K
AWM
741
Avior Wealth Management
Nebraska
$857K -$19K -441 -2%
ACM
742
AlphaStar Capital Management
North Carolina
$852K +$55.3K +1,287 +7%
AT
743
American Trust
Kentucky
$851K +$71.1K +1,655 +9%
IP
744
Ignite Planners
California
$851K +$20.5K +464 +2%
LCM
745
Leisure Capital Management
California
$849K +$21.8K +508 +3%
TG
746
TCW Group
California
$849K +$17.7K +411 +2%
AWA
747
Adapt Wealth Advisors
Georgia
$847K -$32.2K -750 -4%
WG
748
Winton Group
United Kingdom
$843K +$843K +19,603 New
USCWA
749
U.S. Capital Wealth Advisors
Texas
$840K +$56.7K +1,320 +7%
CPWA
750
Cerro Pacific Wealth Advisors
California
$840K +$27.8K +647 +3%