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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
LI
951
LifeWealth Investments
Florida
$495K
CW
952
CreativeOne Wealth
Kansas
$494K
EHWM
953
Eads & Heald Wealth Management
Georgia
$489K
NSIM
954
North Star Investment Management
Illinois
$488K
JSAM
955
J. Safra Asset Management
New York
$487K
SH
956
SLT Holdings
Arizona
$481K
HIP
957
HUB Investment Partners
Texas
$479K
VDI
958
Vaughan David Investments
Illinois
$478K
CAM
959
Cidel Asset Management
Ontario, Canada
$478K
AWAP
960
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$477K
LIM
961
Longfellow Investment Management
Massachusetts
$476K
HKIM
962
Hayek Kallen Investment Management
Alabama
$475K
PFBT
963
Parkside Financial Bank & Trust
Missouri
$475K
VAS
964
Vestmark Advisory Solutions
Massachusetts
$472K
FSA
965
Franklin Street Advisors
North Carolina
$472K
WIS
966
Wright Investors Service
Connecticut
$471K
LAM
967
LECAP Asset Management
United Kingdom
$471K
GLA
968
Good Life Advisors
Pennsylvania
$468K
JIC
969
Johnson Investment Counsel
Ohio
$467K
CRC
970
Curi RMB Capital
Illinois
$467K
VP
971
Verum Partners
North Carolina
$465K
GL
972
Graypoint LLC
New York
$460K
BWP
973
BSW Wealth Partners
Colorado
$457K
VA
974
Valmark Advisers
Ohio
$453K
QPWM
975
Quadrant Private Wealth Management
Pennsylvania
$453K