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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 %
MIA
1076
MainStreet Investment Advisors
Illinois
$331K +$14K +325 +4%
MFC
1077
Morris Financial Concepts
South Carolina
$331K
FUBT
1078
First United Bank & Trust
Maryland
$328K -$2.54K -59 -0.8%
SG Americas Securities
1079
SG Americas Securities
New York
$328K -$29.5M -685,048 -99%
TPA
1080
Trivium Point Advisory
Connecticut
$327K -$78.2K -1,819 -19%
FWM
1081
ForthRight Wealth Management
Georgia
$327K +$86 +2 +0%
EBT
1082
Enterprise Bank & Trust
Massachusetts
$324K +$107K +2,485 +49%
TI
1083
tru Independence
Oregon
$321K +$4.34K +101 +1%
BCM
1084
Birmingham Capital Management
Alabama
$318K -$14.4K -335 -4%
SSW
1085
Stone Summit Wealth
Florida
$318K
A
1086
AlphaQuest
New York
$314K +$88.5K +2,058 +39%
FMLI
1087
Fukoku Mutual Life Insurance
Japan
$313K -$106K -2,460 -25%
BFO
1088
Biltmore Family Office
North Carolina
$313K +$13.9K +324 +5%
PL
1089
Perpetual Ltd
Australia
$312K -$155K -3,601 -33%
HTC
1090
Haverford Trust Company
Pennsylvania
$310K -$23K -536 -7%
Fisher Asset Management
1091
Fisher Asset Management
Washington
$308K -$78.9K -1,835 -20%
LWM
1092
Lyell Wealth Management
California
$307K
AC
1093
Apella Capital
Connecticut
$307K -$22.7K -503 -7%
WA
1094
Waddell & Associates
Tennessee
$307K +$57.3K +1,333 +23%
AFP
1095
Ausdal Financial Partners
Iowa
$305K +$70.5K +1,639 +30%
SAMT
1096
Select Asset Management & Trust
Pennsylvania
$305K
BSTWA
1097
Blake Schutter Theil Wealth Advisors
Ohio
$303K +$129 +3 +0%
SIC
1098
Sage Investment Counsel
Tennessee
$301K +$43 +1 +0%
AWM
1099
Aegis Wealth Management
Maryland
$299K
Fidelity International
1100
Fidelity International
Bermuda
$298K +$298K +6,938 New