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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 %
PCG
876
Prosperity Consulting Group
Maryland
$583K +$9.59K +223 +2%
GWANC
877
Guardian Wealth Advisors (North Carolina)
North Carolina
$581K -$11K -257 -2%
PH
878
Pinnacle Holdings
Oklahoma
$581K
Koshinski Asset Management
879
Koshinski Asset Management
Illinois
$581K +$59.4K +1,382 +11%
KA
880
Klingman & Associates
New York
$580K +$75.1K +1,747 +15%
EIA
881
Eastover Investment Advisors
North Carolina
$580K
IWM
882
IHT Wealth Management
Illinois
$577K -$103K -2,405 -15%
AIC
883
Archer Investment Corporation
Indiana
$577K +$43 +1 +0%
GWMR
884
GC Wealth Management RIA
Massachusetts
$576K +$576K +13,408 New
SCP
885
Sivia Capital Partners
California
$575K +$575K +13,382 New
FG
886
Fiduciary Group
Georgia
$574K -$15.4K -359 -3%
SC
887
Syon Capital
California
$571K +$238K +5,541 +71%
RA
888
Ransom Advisory
Rhode Island
$564K +$14.2K +330 +3%
SACTSONJ
889
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$564K
FM
890
Foster & Motley
Ohio
$561K -$98.3K -2,286 -15%
GT
891
Greenleaf Trust
Michigan
$561K -$101K -2,350 -15%
DWAM
892
Duncan Williams Asset Management
Tennessee
$559K +$5.68K +132 +1%
WC
893
Westhampton Capital
North Carolina
$556K
RFG
894
RFP Financial Group
Georgia
$551K -$269K -6,262 -33%
PR
895
Payden & Rygel
California
$550K -$928K -21,600 -63%
CI
896
Cigna Investments
Connecticut
$550K -$29.3K -682 -5%
MGIA
897
Moneta Group Investment Advisors
Missouri
$549K +$113K +2,617 +26%
S
898
Sunpointe
Missouri
$548K +$286K +6,646 +109%
UCI
899
Uncommon Cents Investing
Wisconsin
$547K +$9.16K +213 +2%
CCT
900
Chemung Canal Trust
New York
$546K