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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 %
SEIA
776
Signature Estate & Investment Advisors
California
$766K +$78.2K +1,819 +11%
BPWM
777
Badgley Phelps Wealth Managers
Washington
$763K -$316K -7,350 -29%
BFIM
778
Beese Fulmer Investment Management
Ohio
$761K +$47.8K +1,113 +7%
BFW
779
Brady Family Wealth
Missouri
$760K
EH
780
Equitable Holdings
New York
$754K +$190K +4,424 +34%
CM
781
Caption Management
Oklahoma
$752K -$3.57M -83,085 -83%
PA
782
Profund Advisors
Maryland
$751K -$150K -3,489 -17%
GFA
783
Gallagher Fiduciary Advisors
Illinois
$751K -$21.9K -510 -3%
3IP
784
3Chopt Investment Partners
Virginia
$748K +$4.47K +104 +0.6%
ECA
785
Elevated Capital Advisors
Utah
$746K
EFS
786
Essex Financial Services
Connecticut
$742K +$42.3K +983 +6%
IAS
787
Insigneo Advisory Services
Florida
$740K -$17.8K -413 -2%
CFG
788
Citizens Financial Group
Rhode Island
$739K +$20.6K +479 +3%
CBTWT
789
Community Bank & Trust (Waco, Texas)
Texas
$737K +$27.6K +642 +4%
FIM
790
Freedom Investment Management
Connecticut
$735K +$14.1K +328 +2%
PWM
791
Pines Wealth Management
North Carolina
$730K -$12.8K -281 -2%
IWA
792
Inspirion Wealth Advisors
Illinois
$727K +$52.4K +1,220 +8%
OBAM
793
ODDO BHF Asset Management
France
$727K -$26.3K -611 -3%
MCM
794
MAI Capital Management
Ohio
$723K +$86.7K +2,017 +14%
GF
795
Gabelli Funds
New York
$718K
PI
796
PFG Investments
New York
$717K +$124K +2,893 +21%
SW
797
SVB Wealth
Massachusetts
$715K -$70.5K -1,640 -9%
CFB
798
Cullen/Frost Bankers
Texas
$714K +$34.2K +796 +5%
TC
799
TownSquare Capital
Utah
$710K -$3.92M -91,096 -85%
OFG
800
OmniStar Financial Group
North Carolina
$710K -$12.8K -298 -2%