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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 %
NGA
801
Naples Global Advisors
Florida
$708K +$88.2K +2,051 +14%
LWAM
802
Legacy Wealth Asset Management
Minnesota
$707K +$6.06K +141 +0.9%
SA
803
Strategic Advisors
New York
$707K -$28.4K -660 -4%
FCB
804
First County Bank
Connecticut
$705K -$54.7K -1,272 -7%
SAM
805
Shell Asset Management
Netherlands
$702K +$239K +5,566 +52%
DCM
806
Dudley Capital Management
Virginia
$702K
KWA
807
Kingswood Wealth Advisors
California
$696K +$15.3K +357 +2%
NS
808
NBC Securities
Alabama
$693K -$935K -21,780 -57%
GCM
809
Graham Capital Management
Connecticut
$692K +$692K +16,100 New
BAM
810
Broyhill Asset Management
North Carolina
$687K
EWA
811
EverSource Wealth Advisors
Alabama
$686K +$217K +5,041 +46%
SPC
812
Sigma Planning Corp
Michigan
$684K -$203K -4,724 -23%
FCA
813
FLC Capital Advisors
California
$681K
NB
814
NBT Bank
New York
$681K +$92.8K +2,158 +16%
IAN
815
Integrated Advisors Network
Texas
$680K -$1.78M -41,441 -72%
WC
816
Waterloo Capital
Texas
$677K +$101K +2,346 +18%
MIM
817
Morningstar Investment Management
Illinois
$676K +$127K +2,948 +23%
FCM
818
Fourpath Capital Management
Oklahoma
$676K -$22.7K -527 -3%
WCAMG
819
Woodard & Company Asset Management Group
North Carolina
$675K
DZ Bank
820
DZ Bank
Germany
$674K +$303K +7,037 +81%
AWM
821
Atticus Wealth Management
Florida
$672K
FWA
822
FSM Wealth Advisors
Ohio
$672K +$672K +14,878 New
MAG
823
Mayfair Advisory Group
Alabama
$672K -$86.1K -2,000 -11%
FOFP
824
Fee-Only Financial Planning
South Carolina
$661K +$14.2K +330 +2%
CHC
825
City Holding Co
West Virginia
$661K