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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
AMIM
926
Aull & Monroe Investment Management
Alabama
$530K
MMPW
927
Mitchell McLeod Pugh & Williams
Alabama
$529K
TIM
928
Thompson Investment Management
Wisconsin
$528K
LOPW
929
Live Oak Private Wealth
North Carolina
$528K
AV
930
Alamea Verwaltungs
New Jersey
$525K
OFS
931
Orrstown Financial Services
Pennsylvania
$524K
WT
932
Whittier Trust
California
$518K
BS
933
Banco Santander
Spain
$517K
FMWA
934
Forvis Mazars Wealth Advisors
Missouri
$517K
WCM
935
Washington Capital Management
Washington
$516K
FMII
936
Farmers & Merchants Investments Inc
Nebraska
$515K
SPA
937
Sherbrooke Park Advisers
New York
$515K
MWA
938
Midland Wealth Advisors
Illinois
$515K
WHG
939
Westwood Holdings Group
Texas
$514K
SFP
940
Shepherd Financial Partners
Massachusetts
$511K
AC
941
AXQ Capital
New Jersey
$506K
HIMC
942
Heritage Investors Management Corp
Maryland
$506K
GIA
943
Guyasuta Investment Advisors
Pennsylvania
$506K
CANC
944
Culbertson A N & Co
Virginia
$504K
CCA
945
Checchi Capital Advisers
California
$501K
SWM
946
Sculati Wealth Management
Michigan
$501K
VWM
947
Venturi Wealth Management
Texas
$500K
AL
948
Aspiriant LLC
California
$500K
AGWCA
949
Annis Gardner Whiting Capital Advisors
Florida
$499K
TBA
950
Tower Bridge Advisors
Pennsylvania
$498K