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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
PL
1101
Perpetual Ltd
Australia
$312K
HTC
1102
Haverford Trust Company
Pennsylvania
$310K
Fisher Asset Management
1103
Fisher Asset Management
Washington
$308K
LWM
1104
Lyell Wealth Management
California
$307K
AC
1105
Apella Capital
Connecticut
$307K
WA
1106
Waddell & Associates
Tennessee
$307K
AFP
1107
Ausdal Financial Partners
Iowa
$305K
SAMT
1108
Select Asset Management & Trust
Pennsylvania
$305K
BSTWA
1109
Blake Schutter Theil Wealth Advisors
Ohio
$303K
SIC
1110
Sage Investment Counsel
Tennessee
$301K
AWM
1111
Aegis Wealth Management
Maryland
$299K
Fidelity International
1112
Fidelity International
Bermuda
$298K
SIG
1113
Stonegate Investment Group
Alabama
$298K
SIA
1114
SkyView Investment Advisors
New Jersey
$298K
BA
1115
Bridgewater Advisors
New York
$296K
BRWA
1116
B. Riley Wealth Advisors
Florida
$295K
FWM
1117
Fonville Wealth Management
Virginia
$294K
Lido Advisors
1118
Lido Advisors
California
$294K
CT
1119
Caldwell Trust
Florida
$293K
MSFS
1120
Main Street Financial Solutions
Pennsylvania
$292K
BIG
1121
Brooklyn Investment Group
New York
$291K
PMSA
1122
Patrick M. Sweeney & Associates
Illinois
$291K
WA
1123
Whipplewood Advisors
Colorado
$290K
CAM
1124
Councilmark Asset Management
Tennessee
$288K
HIGP
1125
Hill Investment Group Partners
Missouri
$288K