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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
IA
1051
IFP Advisors
Florida
$362K
NL
1052
NWAM LLC
Washington
$362K
SWM
1053
Spire Wealth Management
Virginia
$361K
ADL
1054
Asset Dedication LLC
California
$361K
FNFDCM
1055
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$360K
CAAM
1056
Cornerstone Advisors Asset Management
Pennsylvania
$360K
AWM
1057
Aprio Wealth Management
Georgia
$358K
EI
1058
Ellevest Inc
New York
$358K
TWPM
1059
Total Wealth Planning & Management
Florida
$358K
TT
1060
TI-Trust
Illinois
$358K
WTC
1061
WhitTier Trust Company
Nevada
$357K
Lazard Asset Management
1062
Lazard Asset Management
New York
$356K
FGWP
1063
Founders Grove Wealth Partners
Virginia
$354K
TCA
1064
Transcend Capital Advisors
New Jersey
$354K
AF
1065
Aldebaran Financial
$353K
CIM
1066
CIM Investment Management
Pennsylvania
$352K
IFWM
1067
Institute for Wealth Management
Colorado
$350K
AWA
1068
Aaron Wealth Advisors
Illinois
$350K
JSAM
1069
J. Safra Asset Management
New York
$348K
LIA
1070
LBMC Investment Advisors
Tennessee
$348K
BWM
1071
BankPlus Wealth Management
Mississippi
$348K
CPIG
1072
Chicago Partners Investment Group
Illinois
$347K
CLOS
1073
Compagnie Lombard Odier SCmA
Switzerland
$344K
WC
1074
Wynn Capital
Georgia
$343K
SMA
1075
Sage Mountain Advisors
Georgia
$343K