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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
OHWA
851
Oak Hill Wealth Advisors
Virginia
$629K
SW
852
Simplicity Wealth
New Jersey
$627K
MC
853
Montag & Caldwell
Georgia
$626K
TYCC
854
Texas Yale Capital Corp
Florida
$625K
CWA
855
Centennial Wealth Advisory
Michigan
$623K
KP
856
Keel Point
Alabama
$621K
FT
857
Fiduciary Trust
Massachusetts
$621K
RBI
858
Raiffeisen Bank International
Austria
$618K
FCCM
859
First City Capital Management
Georgia
$617K
PA
860
Parallel Advisors
California
$617K
FFG
861
First Financial Group
North Carolina
$616K
IWA
862
Icon Wealth Advisors
Texas
$615K
RWM
863
Revisor Wealth Management
Ohio
$612K
MAM
864
Morse Asset Management
Connecticut
$608K
FMN
865
Financial Management Network
California
$607K
RPC
866
Rossmore Private Capital
Connecticut
$607K
AW
867
Alteri Wealth
California
$605K
EWA
868
Exencial Wealth Advisors
Oklahoma
$604K
ACP
869
Aviance Capital Partners
Florida
$604K
PWM
870
Prosperity Wealth Management
California
$603K
FMI
871
F/M Investments
District of Columbia
$603K
CIC
872
Chilton Investment Company
Connecticut
$603K
YP
873
YANKCOM Partnership
South Dakota
$602K
MMHP
874
Murphy Middleton Hinkle & Parker
Georgia
$600K
FFO
875
Fiduciary Family Office
Florida
$600K