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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 %
KLCM
751
KG&L Capital Management
Louisiana
$839K -$261K -6,070 -24%
FHA
752
First Horizon Advisors
Tennessee
$827K +$75.9K +1,766 +10%
WPA
753
West Paces Advisors
Georgia
$827K -$283K -6,581 -25%
PT
754
Plimoth Trust
Massachusetts
$827K -$6.45K -150 -0.8%
RWB
755
RMR Wealth Builders
New Jersey
$826K +$13.5K +313 +2%
CWP
756
Cyndeo Wealth Partners
Florida
$820K -$7.01M -163,089 -90%
TAM
757
Todd Asset Management
Kentucky
$816K
GWA
758
Gratus Wealth Advisors
Virginia
$814K -$31.7K -738 -4%
SC
759
SouthState Corp
Florida
$814K -$18.6K -433 -2%
SC
760
Soundwatch Capital
Connecticut
$812K +$812K +798,535 New
CAM
761
Congress Asset Management
Massachusetts
$810K -$449K -10,455 -36%
LIM
762
Leavell Investment Management
Alabama
$810K -$57.2K -1,331 -7%
TTWM
763
TCV Trust & Wealth Management
Virginia
$809K -$28.8K -670 -3%
ICA
764
Infrastructure Capital Advisors
New York
$806K -$407K -9,468 -34%
DWA
765
Douglass Winthrop Advisors
New York
$802K -$50.1K -1,165 -6%
CL
766
CSS LLC
Illinois
$800K
CA
767
Cornerstone Advisory
Maryland
$798K -$22.5K -524 -3%
VFA
768
Valeo Financial Advisors
Indiana
$795K +$13.3K +309 +2%
PTC
769
Private Trust Company
Ohio
$795K +$141K +3,279 +22%
Vontobel Holding
770
Vontobel Holding
Switzerland
$790K +$23.9K +556 +3%
SAM
771
Smartleaf Asset Management
Massachusetts
$789K -$126K -2,951 -14%
SSWM
772
Sheets Smith Wealth Management
North Carolina
$778K +$559 +13 +0.1%
APC
773
Aspire Private Capital
North Carolina
$774K -$47.1K -1,096 -6%
JSSH
774
J. Safra Sarasin Holding
$770K -$981K -22,827 -56%
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$769K -$26.1K -608 -3%