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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
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$413K
5W
1002
5T Wealth
California
$413K
IPWA
1003
International Private Wealth Advisors
California
$410K
WP
1004
Waycross Partners
Kentucky
$409K
KSB
1005
Kennebec Savings Bank
Maine
$409K
CI
1006
CX Institutional
Indiana
$407K
LF
1007
Lansforsakringar Fondforvaltning
Sweden
$405K
LA
1008
LVW Advisors
New York
$405K
CRI
1009
Colonial River Investments
Virginia
$405K
RF
1010
Roxbury Financial
New Jersey
$402K
BPW
1011
Bingham Private Wealth
California
$401K
TFA
1012
Toth Financial Advisory
Virginia
$401K
GIP
1013
Greatmark Investment Partners
Georgia
$400K
PPC
1014
Park Place Capital
Alabama
$399K
GRQ
1015
Gardner Russo & Quinn
Pennsylvania
$399K
MIM
1016
MTM Investment Management
South Carolina
$398K
SAM
1017
Summit Asset Management
Tennessee
$397K
ECM
1018
Evergreen Capital Management
Washington
$397K
CCG
1019
Cypress Capital Group
Florida
$396K
RW
1020
Rede Wealth
Virginia
$395K
AAI
1021
American Assets Inc
California
$395K
PL
1022
Parthenon LLC
Kentucky
$392K
KMWM
1023
Keudell/Morrison Wealth Management
Oregon
$392K
EHC
1024
Everett Harris & Co
California
$390K
ES
1025
Eagle Strategies
New York
$388K