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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
WPC
876
Wedmont Private Capital
Pennsylvania
$598K
CAU
877
Caxton Associates (UK)
$595K
NW
878
NewEdge Wealth
Pennsylvania
$595K
HPM
879
Hoxton Planning & Management
West Virginia
$594K
CI
880
CacheTech Inc
Utah
$594K
AWM
881
Adams Wealth Management
Utah
$594K
GIA
882
Gladstone Institutional Advisory
Florida
$591K
PCG
883
Prosperity Consulting Group
Maryland
$583K
GWANC
884
Guardian Wealth Advisors (North Carolina)
North Carolina
$581K
PH
885
Pinnacle Holdings
Oklahoma
$581K
Koshinski Asset Management
886
Koshinski Asset Management
Illinois
$581K
KA
887
Klingman & Associates
New York
$580K
EIA
888
Eastover Investment Advisors
North Carolina
$580K
IWM
889
IHT Wealth Management
Illinois
$577K
AIC
890
Archer Investment Corporation
Indiana
$577K
GWMR
891
GC Wealth Management RIA
Massachusetts
$576K
SCP
892
Sivia Capital Partners
California
$575K
FG
893
Fiduciary Group
Georgia
$574K
SC
894
Syon Capital
California
$571K
RA
895
Ransom Advisory
Rhode Island
$564K
SACTSONJ
896
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$564K
FM
897
Foster & Motley
Ohio
$561K
GT
898
Greenleaf Trust
Michigan
$561K
DWAM
899
Duncan Williams Asset Management
Tennessee
$559K
WC
900
Westhampton Capital
North Carolina
$556K