TFC icon

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 %
SPA
926
Sherbrooke Park Advisers
New York
$515K +$515K +11,979 New
MWA
927
Midland Wealth Advisors
Illinois
$515K -$65.3K -1,518 -11%
WHG
928
Westwood Holdings Group
Texas
$514K -$27.7K -645 -5%
SFP
929
Shepherd Financial Partners
Massachusetts
$511K -$8.68K -202 -2%
AC
930
AXQ Capital
New Jersey
$506K -$228K -5,294 -31%
HIMC
931
Heritage Investors Management Corp
Maryland
$506K
GIA
932
Guyasuta Investment Advisors
Pennsylvania
$506K +$506K +11,767 New
CANC
933
Culbertson A N & Co
Virginia
$504K -$1.6M -37,235 -76%
CCA
934
Checchi Capital Advisers
California
$501K -$72.9K -1,696 -13%
SWM
935
Sculati Wealth Management
Michigan
$501K
VWM
936
Venturi Wealth Management
Texas
$500K -$252K -5,868 -34%
AL
937
Aspiriant LLC
California
$500K +$93.6K +2,177 +23%
AGWCA
938
Annis Gardner Whiting Capital Advisors
Florida
$499K +$21.2K +494 +4%
TBA
939
Tower Bridge Advisors
Pennsylvania
$498K
LI
940
LifeWealth Investments
Florida
$495K +$23.5K +546 +5%
CW
941
CreativeOne Wealth
Kansas
$494K +$39.6K +922 +9%
EHWM
942
Eads & Heald Wealth Management
Georgia
$489K -$184K -4,288 -27%
NSIM
943
North Star Investment Management
Illinois
$488K -$107K -2,500 -18%
SH
944
SLT Holdings
Arizona
$481K +$3.01K +70 +0.6%
HIP
945
HUB Investment Partners
Texas
$479K +$158K +3,668 +49%
VDI
946
Vaughan David Investments
Illinois
$478K -$9.71K -226 -2%
CAM
947
Cidel Asset Management
Ontario, Canada
$478K
AWAP
948
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$477K +$6.02K +140 +1%
LIM
949
Longfellow Investment Management
Massachusetts
$476K
HKIM
950
Hayek Kallen Investment Management
Alabama
$475K +$86K +2,000 +22%