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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 %
PFBT
951
Parkside Financial Bank & Trust
Missouri
$475K +$52K +1,210 +12%
VAS
952
Vestmark Advisory Solutions
Massachusetts
$472K -$451K -10,494 -49%
FSA
953
Franklin Street Advisors
North Carolina
$472K +$774 +18 +0.2%
WIS
954
Wright Investors Service
Connecticut
$471K +$15.5K +361 +3%
LAM
955
LECAP Asset Management
United Kingdom
$471K +$109K +2,542 +30%
GLA
956
Good Life Advisors
Pennsylvania
$468K -$17.2K -401 -4%
JIC
957
Johnson Investment Counsel
Ohio
$467K -$299K -6,949 -39%
CRC
958
Curi RMB Capital
Illinois
$467K +$114K +2,658 +32%
VP
959
Verum Partners
North Carolina
$465K +$2.24K +52 +0.5%
GL
960
Graypoint LLC
New York
$460K +$192K +4,471 +72%
BWP
961
BSW Wealth Partners
Colorado
$457K -$19.5K -454 -4%
VA
962
Valmark Advisers
Ohio
$453K +$559 +13 +0.1%
QPWM
963
Quadrant Private Wealth Management
Pennsylvania
$453K -$45.7K -1,064 -9%
PHWM
964
Pine Harbor Wealth Management
Maryland
$452K
CF
965
Centaurus Financial
California
$449K -$587K -13,663 -57%
AAP
966
Arax Advisory Partners
Colorado
$445K -$159K -3,710 -26%
PWM
967
Perigon Wealth Management
California
$443K -$16.2K -377 -4%
RIL
968
Rothschild Investment LLC
Illinois
$443K -$15.2K -353 -3%
MW
969
MBL Wealth
North Carolina
$443K -$25.1K -585 -5%
SP
970
Successful Portfolios
Florida
$443K -$2.88K -67 -0.6%
MM
971
MQS Management
New York
$439K +$439K +10,203 New
WC
972
Whitney & Co
New York
$438K
BCWM
973
Bartlett & Co Wealth Management
Ohio
$438K +$645 +15 +0.1%
CCWM
974
Cassaday & Co Wealth Management
Virginia
$435K +$5.07K +118 +1%
VCM
975
Voleon Capital Management
California
$434K +$434K +10,087 New