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Truist Financial

1,526 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, 608 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
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
WA
1101
Waddell & Associates
Tennessee
$307K
AFP
1102
Ausdal Financial Partners
Iowa
$305K
SAMT
1103
Select Asset Management & Trust
Pennsylvania
$305K
BSTWA
1104
Blake Schutter Theil Wealth Advisors
Ohio
$303K
SIC
1105
Sage Investment Counsel
Tennessee
$301K
AWM
1106
Aegis Wealth Management
Maryland
$299K
Fidelity International
1107
Fidelity International
Bermuda
$298K
SIG
1108
Stonegate Investment Group
Alabama
$298K
SIA
1109
SkyView Investment Advisors
New Jersey
$298K
BA
1110
Bridgewater Advisors
New York
$296K
BRWA
1111
B. Riley Wealth Advisors
Florida
$295K
FWM
1112
Fonville Wealth Management
Virginia
$294K
Lido Advisors
1113
Lido Advisors
California
$294K
CT
1114
Caldwell Trust
Florida
$293K
MSFS
1115
Main Street Financial Solutions
Pennsylvania
$292K
BIG
1116
Brooklyn Investment Group
New York
$291K
PMSA
1117
Patrick M. Sweeney & Associates
Illinois
$291K
WA
1118
Whipplewood Advisors
Colorado
$290K
CAM
1119
Councilmark Asset Management
Tennessee
$288K
HIGP
1120
Hill Investment Group Partners
Missouri
$288K
CM
1121
Cornerstone Management
Georgia
$287K
CF
1122
Convergence Financial
Missouri
$286K
JSW
1123
Journey Strategic Wealth
New Jersey
$285K
WWM
1124
Wagner Wealth Management
South Carolina
$285K
PP
1125
PDS Planning
Ohio
$285K