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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
Vontobel Holding
776
Vontobel Holding
Switzerland
$790K
SAM
777
Smartleaf Asset Management
Massachusetts
$789K
SSWM
778
Sheets Smith Wealth Management
North Carolina
$778K
APC
779
Aspire Private Capital
North Carolina
$774K
JSSH
780
J. Safra Sarasin Holding
$770K
LCWP
781
Legacy Capital Wealth Partners
Arkansas
$769K
SEIA
782
Signature Estate & Investment Advisors
California
$766K
BPWM
783
Badgley Phelps Wealth Managers
Washington
$763K
BFIM
784
Beese Fulmer Investment Management
Ohio
$761K
BFW
785
Brady Family Wealth
Missouri
$760K
I
786
INVST
Indiana
$757K
EH
787
Equitable Holdings
New York
$754K
CM
788
Caption Management
Oklahoma
$752K
PA
789
Profund Advisors
Maryland
$751K
GFA
790
Gallagher Fiduciary Advisors
Illinois
$751K
3IP
791
3Chopt Investment Partners
Virginia
$748K
ECA
792
Elevated Capital Advisors
Utah
$746K
EFS
793
Essex Financial Services
Connecticut
$742K
IAS
794
Insigneo Advisory Services
Florida
$740K
CFG
795
Citizens Financial Group
Rhode Island
$739K
CBTWT
796
Community Bank & Trust (Waco, Texas)
Texas
$737K
FIM
797
Freedom Investment Management
Connecticut
$735K
PWM
798
Pines Wealth Management
North Carolina
$730K
IWA
799
Inspirion Wealth Advisors
Illinois
$727K
OBAM
800
ODDO BHF Asset Management
France
$727K