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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
FA
1026
Fiducient Advisors
Illinois
$383K
AT
1027
Arlington Trust
Alabama
$382K
RWM
1028
Ritholtz Wealth Management
New York
$381K
OF
1029
Outfitter Financial
Maine
$380K
BA
1030
Ballew Advisors
Mississippi
$379K
CI Investments Inc
1031
CI Investments Inc
Ontario, Canada
$379K
AT
1032
Avalon Trust
New Mexico
$377K
NHT
1033
New Hampshire Trust
New Hampshire
$377K
LS
1034
Livforsakringsbolaget Skandia
Sweden
$377K
AWM
1035
Accurate Wealth Management
Florida
$376K
HCM
1036
Howard Capital Management
Georgia
$375K
DWT
1037
Dorsey & Whitney Trust
South Dakota
$373K
KFGK
1038
Keystone Financial Group (Kentucky)
Kentucky
$372K
PWMAG
1039
Pinnacle Wealth Management Advisory Group
New Jersey
$372K
VNA
1040
Valley National Advisers
Pennsylvania
$371K
AFA
1041
AA Financial Advisors
Ohio
$371K
PWP
1042
Phillips Wealth Planners
Mississippi
$371K
HCM
1043
Hilton Capital Management
New York
$370K
1SB
1044
1ST Source Bank
Indiana
$369K
BAM
1045
Belpointe Asset Management
Nevada
$368K
CFSG
1046
Clark Financial Services Group
Missouri
$367K
PCA
1047
Pallas Capital Advisors
Massachusetts
$365K
DWP
1048
Daymark Wealth Partners
Ohio
$363K
CCMG
1049
Clark Capital Management Group
Pennsylvania
$363K
CWS
1050
Cypress Wealth Services
California
$363K