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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 %
TAM
826
Trust Asset Management
Texas
$659K
AFG
827
Atomi Financial Group
New York
$658K +$7.09K +165 +1%
VI
828
Versor Investments
New York
$654K +$654K +15,208 New
P
829
Pitcairn
Pennsylvania
$652K -$131K -3,043 -17%
SB
830
Strategic Blueprint
Georgia
$649K -$6.15K -143 -0.9%
NP
831
NorthRock Partners
Minnesota
$646K +$150K +3,489 +30%
NEI
832
Northwest & Ethical Investments
Ontario, Canada
$645K
AI
833
Atom Investors
Texas
$645K -$4.12M -95,744 -86%
PAM
834
Panagora Asset Management
Massachusetts
$644K -$1.68K -39 -0.3%
RWM
835
Riverbend Wealth Management
South Carolina
$643K +$7.91K +184 +1%
QIM
836
Quantitative Investment Management
Virginia
$637K +$637K +14,836 New
PIFP
837
Partners in Financial Planning
Virginia
$637K
CWM
838
Centurion Wealth Management
Virginia
$636K +$34.7K +808 +6%
BB
839
Busey Bank
Illinois
$636K -$15K -350 -2%
SCM
840
Sterling Capital Management
North Carolina
$635K +$18.1K +420 +3%
LCGC
841
Legacy Capital Group California
California
$635K -$7.01K -163 -1%
MSA
842
Marino Stram & Associates
Massachusetts
$633K -$318K -7,396 -33%
MFT
843
Moisand Fitzgerald Tamayo
Florida
$632K
SLI
844
Sumitomo Life Insurance
Japan
$631K -$32.6K -759 -5%
XSC
845
X-Square Capital
Puerto Rico
$629K +$31.5K +733 +5%
OHWA
846
Oak Hill Wealth Advisors
Virginia
$629K -$30.7K -677 -5%
SW
847
Simplicity Wealth
New Jersey
$627K +$627K +14,594 New
MC
848
Montag & Caldwell
Georgia
$626K
TYCC
849
Texas Yale Capital Corp
Florida
$625K +$87.4K +2,032 +16%
CWA
850
Centennial Wealth Advisory
Michigan
$623K +$5.03K +117 +0.8%