TFC icon

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
WG
751
Winton Group
United Kingdom
$843K
USCWA
752
U.S. Capital Wealth Advisors
Texas
$840K
CPWA
753
Cerro Pacific Wealth Advisors
California
$840K
KLCM
754
KG&L Capital Management
Louisiana
$839K
FHA
755
First Horizon Advisors
Tennessee
$827K
WPA
756
West Paces Advisors
Georgia
$827K
PT
757
Plimoth Trust
Massachusetts
$827K
RWB
758
RMR Wealth Builders
New Jersey
$826K
CWP
759
Cyndeo Wealth Partners
Florida
$820K
TAM
760
Todd Asset Management
Kentucky
$816K
GWA
761
Gratus Wealth Advisors
Virginia
$814K
SC
762
SouthState Corp
Florida
$814K
SC
763
Soundwatch Capital
Connecticut
$812K
CAM
764
Congress Asset Management
Massachusetts
$810K
LIM
765
Leavell Investment Management
Alabama
$810K
TTWM
766
TCV Trust & Wealth Management
Virginia
$809K
ICA
767
Infrastructure Capital Advisors
New York
$806K
DWA
768
Douglass Winthrop Advisors
New York
$802K
CL
769
CSS LLC
Illinois
$800K
CA
770
Cornerstone Advisory
Maryland
$798K
PTC
771
Private Trust Company
Ohio
$795K
Vontobel Holding
772
Vontobel Holding
Switzerland
$790K
SAM
773
Smartleaf Asset Management
Massachusetts
$789K
SSWM
774
Sheets Smith Wealth Management
North Carolina
$778K
APC
775
Aspire Private Capital
North Carolina
$774K