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Truist Financial

1,513 hedge funds and large institutions have $41B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 601 increasing their positions, 603 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
20.28%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
114
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 %
GIP
1001
Greatmark Investment Partners
Georgia
$400K +$18.2K +423 +5%
PPC
1002
Park Place Capital
Alabama
$399K -$24.7K -558 -6%
GRQ
1003
Gardner Russo & Quinn
Pennsylvania
$399K -$17.7K -412 -4%
MIM
1004
MTM Investment Management
South Carolina
$398K +$688 +16 +0.2%
SAM
1005
Summit Asset Management
Tennessee
$397K +$774 +18 +0.2%
ECM
1006
Evergreen Capital Management
Washington
$397K -$238K -5,545 -38%
CCG
1007
Cypress Capital Group
Florida
$396K -$19.1K -445 -5%
RW
1008
Rede Wealth
Virginia
$395K +$172 +4 +0%
AAI
1009
American Assets Inc
California
$395K
PL
1010
Parthenon LLC
Kentucky
$392K -$1.85K -43 -0.5%
KMWM
1011
Keudell/Morrison Wealth Management
Oregon
$392K
EHC
1012
Everett Harris & Co
California
$390K -$2.28K -53 -0.6%
ES
1013
Eagle Strategies
New York
$388K +$56.3K +1,309 +17%
JIP
1014
Jaffetilchin Investment Partners
Florida
$387K -$11.7K -273 -3%
FPWM
1015
FSB Premier Wealth Management
Iowa
$385K -$6.62K -154 -2%
HWA
1016
HHM Wealth Advisors
Tennessee
$384K -$215 -5 -0.1%
CIC
1017
Crawford Investment Counsel
Georgia
$384K -$53.3K -1,239 -12%
NRI
1018
NFP Retirement Inc
California
$383K -$29.8K -694 -7%
FA
1019
Fiducient Advisors
Illinois
$383K
AT
1020
Arlington Trust
Alabama
$382K
RWM
1021
Ritholtz Wealth Management
New York
$381K +$91.2K +2,122 +31%
OF
1022
Outfitter Financial
Maine
$380K -$6.02K -140 -2%
BA
1023
Ballew Advisors
Mississippi
$379K +$638 +14 +0.2%
CI Investments Inc
1024
CI Investments Inc
Ontario, Canada
$379K +$81.8K +1,904 +28%
AT
1025
Avalon Trust
New Mexico
$377K