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Truist Financial

1,534 hedge funds and large institutions have $41.2B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 609 increasing their positions, 610 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
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
MSA
851
Marino Stram & Associates
Massachusetts
$633K
MFT
852
Moisand Fitzgerald Tamayo
Florida
$632K
SLI
853
Sumitomo Life Insurance
Japan
$631K
XSC
854
X-Square Capital
Puerto Rico
$629K
OHWA
855
Oak Hill Wealth Advisors
Virginia
$629K
SW
856
Simplicity Wealth
New Jersey
$627K
MC
857
Montag & Caldwell
Georgia
$626K
TYCC
858
Texas Yale Capital Corp
Florida
$625K
CWA
859
Centennial Wealth Advisory
Michigan
$623K
KP
860
Keel Point
Alabama
$621K
FT
861
Fiduciary Trust
Massachusetts
$621K
RBI
862
Raiffeisen Bank International
Austria
$618K
FCCM
863
First City Capital Management
Georgia
$617K
PA
864
Parallel Advisors
California
$617K
FFG
865
First Financial Group
North Carolina
$616K
IWA
866
Icon Wealth Advisors
Texas
$615K
RWM
867
Revisor Wealth Management
Ohio
$612K
MAM
868
Morse Asset Management
Connecticut
$608K
FMN
869
Financial Management Network
California
$607K
RPC
870
Rossmore Private Capital
Connecticut
$607K
AW
871
Alteri Wealth
California
$605K
EWA
872
Exencial Wealth Advisors
Oklahoma
$604K
ACP
873
Aviance Capital Partners
Florida
$604K
PWM
874
Prosperity Wealth Management
California
$603K
FMI
875
F/M Investments
District of Columbia
$603K