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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
IP
751
Ignite Planners
California
$851K
LCM
752
Leisure Capital Management
California
$849K
TG
753
TCW Group
California
$849K
AWA
754
Adapt Wealth Advisors
Georgia
$847K
WG
755
Winton Group
United Kingdom
$843K
USCWA
756
U.S. Capital Wealth Advisors
Texas
$840K
CPWA
757
Cerro Pacific Wealth Advisors
California
$840K
KLCM
758
KG&L Capital Management
Louisiana
$839K
FHA
759
First Horizon Advisors
Tennessee
$827K
WPA
760
West Paces Advisors
Georgia
$827K
PT
761
Plimoth Trust
Massachusetts
$827K
RWB
762
RMR Wealth Builders
New Jersey
$826K
CWP
763
Cyndeo Wealth Partners
Florida
$820K
TAM
764
Todd Asset Management
Kentucky
$816K
GWA
765
Gratus Wealth Advisors
Virginia
$814K
SC
766
SouthState Corp
Florida
$814K
SC
767
Soundwatch Capital
Connecticut
$812K
CAM
768
Congress Asset Management
Massachusetts
$810K
LIM
769
Leavell Investment Management
Alabama
$810K
TTWM
770
TCV Trust & Wealth Management
Virginia
$809K
ICA
771
Infrastructure Capital Advisors
New York
$806K
DWA
772
Douglass Winthrop Advisors
New York
$802K
CL
773
CSS LLC
Illinois
$800K
CA
774
Cornerstone Advisory
Maryland
$798K
PTC
775
Private Trust Company
Ohio
$795K