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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
SW
801
SVB Wealth
Massachusetts
$715K
CFB
802
Cullen/Frost Bankers
Texas
$714K
TC
803
TownSquare Capital
Utah
$710K
OFG
804
OmniStar Financial Group
North Carolina
$710K
NGA
805
Naples Global Advisors
Florida
$708K
LWAM
806
Legacy Wealth Asset Management
Minnesota
$707K
SA
807
Strategic Advisors
New York
$707K
FCB
808
First County Bank
Connecticut
$705K
SAM
809
Shell Asset Management
Netherlands
$702K
DCM
810
Dudley Capital Management
Virginia
$702K
KWA
811
Kingswood Wealth Advisors
California
$696K
NS
812
NBC Securities
Alabama
$693K
GCM
813
Graham Capital Management
Connecticut
$692K
CCM
814
Canal Capital Management
Virginia
$692K
BAM
815
Broyhill Asset Management
North Carolina
$687K
EWA
816
EverSource Wealth Advisors
Alabama
$686K
SPC
817
Sigma Planning Corp
Michigan
$684K
FCA
818
FLC Capital Advisors
California
$681K
NB
819
NBT Bank
New York
$681K
IAN
820
Integrated Advisors Network
Texas
$680K
WC
821
Waterloo Capital
Texas
$677K
MIM
822
Morningstar Investment Management
Illinois
$676K
FCM
823
Fourpath Capital Management
Oklahoma
$676K
WCAMG
824
Woodard & Company Asset Management Group
North Carolina
$675K
DZ Bank
825
DZ Bank
Germany
$674K