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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
JIP
1026
Jaffetilchin Investment Partners
Florida
$387K
FPWM
1027
FSB Premier Wealth Management
Iowa
$385K
HWA
1028
HHM Wealth Advisors
Tennessee
$384K
CIC
1029
Crawford Investment Counsel
Georgia
$384K
NRI
1030
NFP Retirement Inc
California
$383K
FA
1031
Fiducient Advisors
Illinois
$383K
AT
1032
Arlington Trust
Alabama
$382K
RWM
1033
Ritholtz Wealth Management
New York
$381K
OF
1034
Outfitter Financial
Maine
$380K
BA
1035
Ballew Advisors
Mississippi
$379K
CI Investments Inc
1036
CI Investments Inc
Ontario, Canada
$379K
AT
1037
Avalon Trust
New Mexico
$377K
NHT
1038
New Hampshire Trust
New Hampshire
$377K
LS
1039
Livforsakringsbolaget Skandia
Sweden
$377K
AWM
1040
Accurate Wealth Management
Florida
$376K
HCM
1041
Howard Capital Management
Georgia
$375K
DWT
1042
Dorsey & Whitney Trust
South Dakota
$373K
KFGK
1043
Keystone Financial Group (Kentucky)
Kentucky
$372K
PWMAG
1044
Pinnacle Wealth Management Advisory Group
New Jersey
$372K
VNA
1045
Valley National Advisers
Pennsylvania
$371K
AFA
1046
AA Financial Advisors
Ohio
$371K
PWP
1047
Phillips Wealth Planners
Mississippi
$371K
HCM
1048
Hilton Capital Management
New York
$370K
1SB
1049
1ST Source Bank
Indiana
$369K
BAM
1050
Belpointe Asset Management
Nevada
$368K