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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
CIC
876
Chilton Investment Company
Connecticut
$603K
YP
877
YANKCOM Partnership
South Dakota
$602K
MMHP
878
Murphy Middleton Hinkle & Parker
Georgia
$600K
FFO
879
Fiduciary Family Office
Florida
$600K
WPC
880
Wedmont Private Capital
Pennsylvania
$598K
CAU
881
Caxton Associates (UK)
$595K
NW
882
NewEdge Wealth
Pennsylvania
$595K
HPM
883
Hoxton Planning & Management
West Virginia
$594K
AWM
884
Adams Wealth Management
Utah
$594K
CI
885
CacheTech Inc
Utah
$594K
GIA
886
Gladstone Institutional Advisory
Florida
$591K
PCG
887
Prosperity Consulting Group
Maryland
$583K
GWANC
888
Guardian Wealth Advisors (North Carolina)
North Carolina
$581K
PH
889
Pinnacle Holdings
Oklahoma
$581K
Koshinski Asset Management
890
Koshinski Asset Management
Illinois
$581K
KA
891
Klingman & Associates
New York
$580K
EIA
892
Eastover Investment Advisors
North Carolina
$580K
IWM
893
IHT Wealth Management
Illinois
$577K
AIC
894
Archer Investment Corporation
Indiana
$577K
GWMR
895
GC Wealth Management RIA
Massachusetts
$576K
SCP
896
Sivia Capital Partners
California
$575K
FG
897
Fiduciary Group
Georgia
$574K
SC
898
Syon Capital
California
$571K
RA
899
Ransom Advisory
Rhode Island
$564K
SACTSONJ
900
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$564K