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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 %
EI
1051
Ellevest Inc
New York
$358K -$136K -3,173 -28%
TWPM
1052
Total Wealth Planning & Management
Florida
$358K +$12.9K +300 +4%
TT
1053
TI-Trust
Illinois
$358K
WTC
1054
WhitTier Trust Company
Nevada
$357K +$2.84K +66 +0.8%
Lazard Asset Management
1055
Lazard Asset Management
New York
$356K -$43.1K -1,003 -11%
FGWP
1056
Founders Grove Wealth Partners
Virginia
$354K +$1.76K +41 +0.5%
TCA
1057
Transcend Capital Advisors
New Jersey
$354K +$93.4K +2,173 +36%
AF
1058
Aldebaran Financial
$353K +$21.5K +500 +6%
CIM
1059
CIM Investment Management
Pennsylvania
$352K -$1.72K -40 -0.5%
IFWM
1060
Institute for Wealth Management
Colorado
$350K +$86 +2 +0%
AWA
1061
Aaron Wealth Advisors
Illinois
$350K -$23.9K -557 -6%
JSAM
1062
J. Safra Asset Management
New York
$348K +$124K +2,905 +55%
LIA
1063
LBMC Investment Advisors
Tennessee
$348K
BWM
1064
BankPlus Wealth Management
Mississippi
$348K +$7.74K +180 +2%
CPIG
1065
Chicago Partners Investment Group
Illinois
$347K -$27.4K -598 -7%
CLOS
1066
Compagnie Lombard Odier SCmA
Switzerland
$344K
WC
1067
Wynn Capital
Georgia
$343K -$8.6K -200 -2%
SMA
1068
Sage Mountain Advisors
Georgia
$343K -$53.6K -1,246 -14%
NDSI
1069
Newman Dignan & Sheerar Inc
Rhode Island
$343K -$57.9K -1,348 -14%
PCA
1070
Prosperity Capital Advisors
Ohio
$339K +$16.9K +394 +5%
TF
1071
Tompkins Financial
New York
$338K +$8.38K +195 +3%
APG
1072
Abacus Planning Group
South Carolina
$336K -$18.1K -421 -5%
CGL
1073
Clarius Group LLC
Washington
$335K -$94.4K -2,196 -22%
SWM
1074
Selective Wealth Management
Virginia
$333K +$3.39K +75 +1%
FAM
1075
Formidable Asset Management
Ohio
$332K