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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
PHWM
976
Pine Harbor Wealth Management
Maryland
$452K
CF
977
Centaurus Financial
California
$449K
AAP
978
Arax Advisory Partners
Colorado
$445K
PWM
979
Perigon Wealth Management
California
$443K
RIL
980
Rothschild Investment LLC
Illinois
$443K
MW
981
MBL Wealth
North Carolina
$443K
SP
982
Successful Portfolios
Florida
$443K
MM
983
MQS Management
New York
$439K
WC
984
Whitney & Co
New York
$438K
BCWM
985
Bartlett & Co Wealth Management
Ohio
$438K
CCWM
986
Cassaday & Co Wealth Management
Virginia
$435K
VCM
987
Voleon Capital Management
California
$434K
PIMG
988
Patriot Investment Management Group
Tennessee
$433K
THCM
989
Taylor Hoffman Capital Management
Virginia
$433K
HR
990
Hardy Reed
Mississippi
$432K
WCA
991
Westover Capital Advisors
Delaware
$431K
WIC
992
Wilkins Investment Counsel
Massachusetts
$429K
CFGW
993
Chancellor Financial Group WB
Pennsylvania
$428K
PPWM
994
Paragon Private Wealth Management
Kentucky
$424K
SFS
995
Sowell Financial Services
Arkansas
$424K
HSA
996
HBK Sorce Advisory
Pennsylvania
$423K
SAG
997
SageView Advisory Group
California
$421K
SFG
998
Stonebridge Financial Group
Pennsylvania
$421K
SAA
999
Southeast Asset Advisors
Georgia
$420K
FDS
1000
First Dallas Securities
Texas
$416K