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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 %
RWM
901
RKL Wealth Management
Pennsylvania
$546K -$8.68K -202 -2%
PCIA
902
Prime Capital Investment Advisors
Kansas
$545K -$117K -2,730 -18%
FWP
903
Forefront Wealth Partners
Texas
$544K -$737 -17 -0.1%
HNB
904
Hilltop National Bank
Wyoming
$543K +$543K +12,626 New
WAAG
905
Wealth Alliance Advisory Group
Kansas
$543K
WFM
906
Wolff Financial Management
Michigan
$541K +$541K +12,586 New
IB
907
Intrust Bank
Kansas
$540K +$34.2K +796 +7%
MCWS
908
McKinley Carter Wealth Services
West Virginia
$537K -$308K -7,164 -36%
HBW
909
Hazlett, Burt & Watson
West Virginia
$537K -$4.86K -113 -0.9%
EWM
910
Evercore Wealth Management
New York
$537K -$5.37K -125 -1%
SAI
911
Savvy Advisors Inc
New York
$536K +$536K +12,479 New
PPWP
912
Premier Path Wealth Partners
New Jersey
$536K -$96.6K -2,246 -15%
CW
913
Code Waechter
Florida
$536K +$154K +3,593 +40%
AIP
914
Ameritas Investment Partners
Nebraska
$531K -$7.61K -177 -1%
AMIM
915
Aull & Monroe Investment Management
Alabama
$530K -$8.6K -200 -2%
MMPW
916
Mitchell McLeod Pugh & Williams
Alabama
$529K +$86 +2 +0%
TIM
917
Thompson Investment Management
Wisconsin
$528K
LOPW
918
Live Oak Private Wealth
North Carolina
$528K -$4.73K -110 -0.9%
AV
919
Alamea Verwaltungs
New Jersey
$525K +$525K +12,202 New
OFS
920
Orrstown Financial Services
Pennsylvania
$524K +$524K +12,186 New
WT
921
Whittier Trust
California
$518K -$37.8K -880 -7%
BS
922
Banco Santander
Spain
$517K
FMWA
923
Forvis Mazars Wealth Advisors
Missouri
$517K -$23.2K -539 -4%
WCM
924
Washington Capital Management
Washington
$516K
FMII
925
Farmers & Merchants Investments Inc
Nebraska
$515K -$22.6K -526 -4%