TFC icon

Truist Financial

1,525 hedge funds and large institutions have $41.2B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 606 increasing their positions, 607 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,525
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
MW
976
MBL Wealth
North Carolina
$443K
SP
977
Successful Portfolios
Florida
$443K
MM
978
MQS Management
New York
$439K
WC
979
Whitney & Co
New York
$438K
BCWM
980
Bartlett & Co Wealth Management
Ohio
$438K
CCWM
981
Cassaday & Co Wealth Management
Virginia
$435K
VCM
982
Voleon Capital Management
California
$434K
PIMG
983
Patriot Investment Management Group
Tennessee
$433K
THCM
984
Taylor Hoffman Capital Management
Virginia
$433K
HR
985
Hardy Reed
Mississippi
$432K
WCA
986
Westover Capital Advisors
Delaware
$431K
WIC
987
Wilkins Investment Counsel
Massachusetts
$429K
CFGW
988
Chancellor Financial Group WB
Pennsylvania
$428K
PPWM
989
Paragon Private Wealth Management
Kentucky
$424K
SFS
990
Sowell Financial Services
Arkansas
$424K
HSA
991
HBK Sorce Advisory
Pennsylvania
$423K
SAG
992
SageView Advisory Group
California
$421K
SFG
993
Stonebridge Financial Group
Pennsylvania
$421K
SAA
994
Southeast Asset Advisors
Georgia
$420K
FDS
995
First Dallas Securities
Texas
$416K
RCAG
996
Rehmann Capital Advisory Group
Michigan
$413K
5W
997
5T Wealth
California
$413K
IPWA
998
International Private Wealth Advisors
California
$410K
WP
999
Waycross Partners
Kentucky
$409K
KSB
1000
Kennebec Savings Bank
Maine
$409K