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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
CPIG
1076
Chicago Partners Investment Group
Illinois
$347K
CLOS
1077
Compagnie Lombard Odier SCmA
Switzerland
$344K
WC
1078
Wynn Capital
Georgia
$343K
SMA
1079
Sage Mountain Advisors
Georgia
$343K
NDSI
1080
Newman Dignan & Sheerar Inc
Rhode Island
$343K
PCA
1081
Prosperity Capital Advisors
Ohio
$339K
TF
1082
Tompkins Financial
New York
$338K
APG
1083
Abacus Planning Group
South Carolina
$336K
CGL
1084
Clarius Group LLC
Washington
$335K
SWM
1085
Selective Wealth Management
Virginia
$333K
FAM
1086
Formidable Asset Management
Ohio
$332K
MIA
1087
MainStreet Investment Advisors
Illinois
$331K
MFC
1088
Morris Financial Concepts
South Carolina
$331K
FUBT
1089
First United Bank & Trust
Maryland
$328K
SG Americas Securities
1090
SG Americas Securities
New York
$328K
TPA
1091
Trivium Point Advisory
Connecticut
$327K
FWM
1092
ForthRight Wealth Management
Georgia
$327K
EBT
1093
Enterprise Bank & Trust
Massachusetts
$324K
TI
1094
tru Independence
Oregon
$321K
BCM
1095
Birmingham Capital Management
Alabama
$318K
SSW
1096
Stone Summit Wealth
Florida
$318K
MWM
1097
Manske Wealth Management
Texas
$315K
A
1098
AlphaQuest
New York
$314K
FMLI
1099
Fukoku Mutual Life Insurance
Japan
$313K
BFO
1100
Biltmore Family Office
North Carolina
$313K