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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
CFSG
1051
Clark Financial Services Group
Missouri
$367K
PCA
1052
Pallas Capital Advisors
Massachusetts
$365K
DWP
1053
Daymark Wealth Partners
Ohio
$363K
CCMG
1054
Clark Capital Management Group
Pennsylvania
$363K
CWS
1055
Cypress Wealth Services
California
$363K
IA
1056
IFP Advisors
Florida
$362K
NL
1057
NWAM LLC
Washington
$362K
SWM
1058
Spire Wealth Management
Virginia
$361K
ADL
1059
Asset Dedication LLC
California
$361K
FNFDCM
1060
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$360K
CAAM
1061
Cornerstone Advisors Asset Management
Pennsylvania
$360K
AWM
1062
Aprio Wealth Management
Georgia
$358K
EI
1063
Ellevest Inc
New York
$358K
TWPM
1064
Total Wealth Planning & Management
Florida
$358K
TT
1065
TI-Trust
Illinois
$358K
WTC
1066
WhitTier Trust Company
Nevada
$357K
Lazard Asset Management
1067
Lazard Asset Management
New York
$356K
FGWP
1068
Founders Grove Wealth Partners
Virginia
$354K
TCA
1069
Transcend Capital Advisors
New Jersey
$354K
AF
1070
Aldebaran Financial
$353K
CIM
1071
CIM Investment Management
Pennsylvania
$352K
IFWM
1072
Institute for Wealth Management
Colorado
$350K
AWA
1073
Aaron Wealth Advisors
Illinois
$350K
LIA
1074
LBMC Investment Advisors
Tennessee
$348K
BWM
1075
BankPlus Wealth Management
Mississippi
$348K