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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
JSSH
776
J. Safra Sarasin Holding
$770K
LCWP
777
Legacy Capital Wealth Partners
Arkansas
$769K
SEIA
778
Signature Estate & Investment Advisors
California
$766K
BPWM
779
Badgley Phelps Wealth Managers
Washington
$763K
BFIM
780
Beese Fulmer Investment Management
Ohio
$761K
BFW
781
Brady Family Wealth
Missouri
$760K
I
782
INVST
Indiana
$757K
EH
783
Equitable Holdings
New York
$754K
CM
784
Caption Management
Oklahoma
$752K
PA
785
Profund Advisors
Maryland
$751K
GFA
786
Gallagher Fiduciary Advisors
Illinois
$751K
3IP
787
3Chopt Investment Partners
Virginia
$748K
ECA
788
Elevated Capital Advisors
Utah
$746K
EFS
789
Essex Financial Services
Connecticut
$742K
IAS
790
Insigneo Advisory Services
Florida
$740K
CFG
791
Citizens Financial Group
Rhode Island
$739K
CBTWT
792
Community Bank & Trust (Waco, Texas)
Texas
$737K
FIM
793
Freedom Investment Management
Connecticut
$735K
PWM
794
Pines Wealth Management
North Carolina
$730K
IWA
795
Inspirion Wealth Advisors
Illinois
$727K
OBAM
796
ODDO BHF Asset Management
France
$727K
HPC
797
HM Payson & Co
Maine
$726K
MCM
798
MAI Capital Management
Ohio
$723K
GF
799
Gabelli Funds
New York
$718K
PI
800
PFG Investments
New York
$717K