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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
CC
726
Carlson Capital
Texas
$911K
CAAS
727
Capital Asset Advisory Services
Michigan
$911K
PIM
728
Plato Investment Management
Australia
$907K
CA
729
Carson Advisory
Georgia
$903K
TCM
730
Teza Capital Management
Illinois
$902K
BHBT
731
Burke & Herbert Bank & Trust
Virginia
$902K
CIA
732
Compass Ion Advisors
Pennsylvania
$902K
SSWM
733
Smith Salley Wealth Management
North Carolina
$901K
Dodge & Cox
734
Dodge & Cox
California
$899K
NB
735
Nicolet Bankshares
Wisconsin
$894K
OC
736
Oakworth Capital
Alabama
$891K
CFO
737
Callan Family Office
Pennsylvania
$888K
RFA
738
Register Financial Advisors
Georgia
$886K
CA
739
Cornerstone Advisors
North Carolina
$886K
OPA
740
Old Port Advisors
Maine
$884K
LGA
741
Lebenthal Global Advisors
New York
$877K
CCM
742
Coldstream Capital Management
Washington
$876K
SOS
743
Silver Oak Securities
Tennessee
$868K
FFM
744
Forum Financial Management
Illinois
$862K
BW
745
BIP Wealth
Georgia
$862K
NC
746
NewSquare Capital
Pennsylvania
$861K
SCA
747
STALEY CAPITAL ADVISERS
Pennsylvania
$860K
AWM
748
Avior Wealth Management
Nebraska
$857K
ACM
749
AlphaStar Capital Management
North Carolina
$852K
AT
750
American Trust
Kentucky
$851K