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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
CI
1001
CX Institutional
Indiana
$407K
LF
1002
Lansforsakringar Fondforvaltning
Sweden
$405K
LA
1003
LVW Advisors
New York
$405K
CRI
1004
Colonial River Investments
Virginia
$405K
RF
1005
Roxbury Financial
New Jersey
$402K
BPW
1006
Bingham Private Wealth
California
$401K
TFA
1007
Toth Financial Advisory
Virginia
$401K
GIP
1008
Greatmark Investment Partners
Georgia
$400K
PPC
1009
Park Place Capital
Alabama
$399K
GRQ
1010
Gardner Russo & Quinn
Pennsylvania
$399K
MIM
1011
MTM Investment Management
South Carolina
$398K
SAM
1012
Summit Asset Management
Tennessee
$397K
ECM
1013
Evergreen Capital Management
Washington
$397K
CCG
1014
Cypress Capital Group
Florida
$396K
RW
1015
Rede Wealth
Virginia
$395K
AAI
1016
American Assets Inc
California
$395K
PL
1017
Parthenon LLC
Kentucky
$392K
KMWM
1018
Keudell/Morrison Wealth Management
Oregon
$392K
EHC
1019
Everett Harris & Co
California
$390K
ES
1020
Eagle Strategies
New York
$388K
JIP
1021
Jaffetilchin Investment Partners
Florida
$387K
FPWM
1022
FSB Premier Wealth Management
Iowa
$385K
HWA
1023
HHM Wealth Advisors
Tennessee
$384K
CIC
1024
Crawford Investment Counsel
Georgia
$384K
NRI
1025
NFP Retirement Inc
California
$383K