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Truist Financial

1,514 hedge funds and large institutions have $41B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 601 increasing their positions, 603 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
-25
Holders Change %
-1.62%
% of All Funds
20.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
115
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 %
NHT
1026
New Hampshire Trust
New Hampshire
$377K +$23.6K +550 +7%
LS
1027
Livforsakringsbolaget Skandia
Sweden
$377K
AWM
1028
Accurate Wealth Management
Florida
$376K +$26.6K +584 +8%
HCM
1029
Howard Capital Management
Georgia
$375K +$46.6K +1,084 +14%
DWT
1030
Dorsey & Whitney Trust
South Dakota
$373K +$18K +418 +5%
KFGK
1031
Keystone Financial Group (Kentucky)
Kentucky
$372K +$86.9K +2,022 +30%
PWMAG
1032
Pinnacle Wealth Management Advisory Group
New Jersey
$372K +$7.22K +168 +2%
VNA
1033
Valley National Advisers
Pennsylvania
$371K -$39.8K -925 -10%
AFA
1034
AA Financial Advisors
Ohio
$371K +$371K +8,625 New
PWP
1035
Phillips Wealth Planners
Mississippi
$371K +$87.6K +1,930 +31%
HCM
1036
Hilton Capital Management
New York
$370K +$370K +8,614 New
1SB
1037
1ST Source Bank
Indiana
$369K +$29.3K +681 +9%
BAM
1038
Belpointe Asset Management
Nevada
$368K -$1.03M -23,987 -74%
CFSG
1039
Clark Financial Services Group
Missouri
$367K +$2.75K +64 +0.8%
PCA
1040
Pallas Capital Advisors
Massachusetts
$365K -$102K -2,375 -22%
DWP
1041
Daymark Wealth Partners
Ohio
$363K +$100K +2,330 +38%
CCMG
1042
Clark Capital Management Group
Pennsylvania
$363K -$24.2K -564 -6%
CWS
1043
Cypress Wealth Services
California
$363K +$4.51K +105 +1%
IA
1044
IFP Advisors
Florida
$362K -$35.2K -744 -9%
NL
1045
NWAM LLC
Washington
$362K +$4.15K +94 +1%
SWM
1046
Spire Wealth Management
Virginia
$361K -$269K -6,257 -43%
ADL
1047
Asset Dedication LLC
California
$361K +$218K +5,071 +153%
FNFDCM
1048
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$360K -$2.15K -50 -0.6%
CAAM
1049
Cornerstone Advisors Asset Management
Pennsylvania
$360K +$3.78K +88 +1%
AWM
1050
Aprio Wealth Management
Georgia
$358K +$55.8K +1,299 +18%