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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 %
KP
851
Keel Point
Alabama
$621K +$96K +2,232 +18%
FT
852
Fiduciary Trust
Massachusetts
$621K -$57K -1,327 -8%
RBI
853
Raiffeisen Bank International
Austria
$618K -$22.5K -543 -4%
FCCM
854
First City Capital Management
Georgia
$617K +$52.6K +1,224 +9%
PA
855
Parallel Advisors
California
$617K +$170K +3,949 +38%
FFG
856
First Financial Group
North Carolina
$616K -$215 -5 -0%
IWA
857
Icon Wealth Advisors
Texas
$615K +$43 +1 +0%
RWM
858
Revisor Wealth Management
Ohio
$612K +$612K +13,459 New
MAM
859
Morse Asset Management
Connecticut
$608K -$292K -6,800 -32%
FMN
860
Financial Management Network
California
$607K +$1.69K +37 +0.3%
RPC
861
Rossmore Private Capital
Connecticut
$607K -$5.72K -133 -0.9%
AW
862
Alteri Wealth
California
$605K +$48.4K +1,126 +9%
EWA
863
Exencial Wealth Advisors
Oklahoma
$604K +$34K +792 +6%
ACP
864
Aviance Capital Partners
Florida
$604K +$48.1K +1,118 +9%
PWM
865
Prosperity Wealth Management
California
$603K
FMI
866
F/M Investments
District of Columbia
$603K -$32.5K -754 -5%
CIC
867
Chilton Investment Company
Connecticut
$603K +$46K +1,070 +8%
YP
868
YANKCOM Partnership
South Dakota
$602K +$7.91K +184 +1%
MMHP
869
Murphy Middleton Hinkle & Parker
Georgia
$600K
FFO
870
Fiduciary Family Office
Florida
$600K -$380K -8,838 -39%
WPC
871
Wedmont Private Capital
Pennsylvania
$598K +$93.7K +2,075 +19%
CAU
872
Caxton Associates (UK)
$595K -$629K -14,620 -51%
NW
873
NewEdge Wealth
Pennsylvania
$595K -$226K -5,282 -28%
HPM
874
Hoxton Planning & Management
West Virginia
$594K +$10.6K +246 +2%
GIA
875
Gladstone Institutional Advisory
Florida
$591K +$38K +884 +7%