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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 %
PIMG
976
Patriot Investment Management Group
Tennessee
$433K +$433K +10,077 New
THCM
977
Taylor Hoffman Capital Management
Virginia
$433K -$5.2K -121 -1%
HR
978
Hardy Reed
Mississippi
$432K +$65.3K +1,520 +18%
WCA
979
Westover Capital Advisors
Delaware
$431K -$19.3K -448 -4%
WIC
980
Wilkins Investment Counsel
Massachusetts
$429K
CFGW
981
Chancellor Financial Group WB
Pennsylvania
$428K +$66.6K +1,550 +18%
PPWM
982
Paragon Private Wealth Management
Kentucky
$424K +$112K +2,604 +36%
SFS
983
Sowell Financial Services
Arkansas
$424K +$7.14K +166 +2%
HSA
984
HBK Sorce Advisory
Pennsylvania
$423K -$119K -2,778 -22%
SAG
985
SageView Advisory Group
California
$421K +$95.1K +2,110 +29%
SFG
986
Stonebridge Financial Group
Pennsylvania
$421K +$559 +13 +0.1%
SAA
987
Southeast Asset Advisors
Georgia
$420K
FDS
988
First Dallas Securities
Texas
$416K +$73.7K +1,714 +22%
RCAG
989
Rehmann Capital Advisory Group
Michigan
$413K -$32.3K -751 -7%
5W
990
5T Wealth
California
$413K +$8.43K +196 +2%
IPWA
991
International Private Wealth Advisors
California
$410K -$11.1K -258 -3%
WP
992
Waycross Partners
Kentucky
$409K +$409K +9,525 New
KSB
993
Kennebec Savings Bank
Maine
$409K -$19.2K -447 -4%
CI
994
CX Institutional
Indiana
$407K +$55.5K +1,290 +16%
LF
995
Lansforsakringar Fondforvaltning
Sweden
$405K -$12.9K -301 -3%
LA
996
LVW Advisors
New York
$405K -$130K -3,021 -24%
CRI
997
Colonial River Investments
Virginia
$405K +$16.2K +357 +4%
RF
998
Roxbury Financial
New Jersey
$402K -$20.1K -467 -5%
BPW
999
Bingham Private Wealth
California
$401K -$35.4K -824 -8%
TFA
1000
Toth Financial Advisory
Virginia
$401K +$5.25K +122 +1%