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Truist Financial

1,513 hedge funds and large institutions have $41B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 601 increasing their positions, 603 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
20.28%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
114
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 %
SIG
1101
Stonegate Investment Group
Alabama
$298K -$106K -2,474 -26%
SIA
1102
SkyView Investment Advisors
New Jersey
$298K
BA
1103
Bridgewater Advisors
New York
$296K +$19.4K +477 +7%
BRWA
1104
B. Riley Wealth Advisors
Florida
$295K +$295K +6,872 New
FWM
1105
Fonville Wealth Management
Virginia
$294K
Lido Advisors
1106
Lido Advisors
California
$294K -$4.11M -95,659 -93%
MSFS
1107
Main Street Financial Solutions
Pennsylvania
$292K +$48.8K +1,134 +20%
BIG
1108
Brooklyn Investment Group
New York
$291K +$138K +3,206 +90%
PMSA
1109
Patrick M. Sweeney & Associates
Illinois
$291K +$46 +1 +0%
WA
1110
Whipplewood Advisors
Colorado
$290K -$16.1K -375 -5%
CAM
1111
Councilmark Asset Management
Tennessee
$288K +$1.81K +42 +0.6%
HIGP
1112
Hill Investment Group Partners
Missouri
$288K +$2.28K +53 +0.8%
CM
1113
Cornerstone Management
Georgia
$287K
CF
1114
Convergence Financial
Missouri
$286K -$9.33K -217 -3%
JSW
1115
Journey Strategic Wealth
New Jersey
$285K +$58.6K +1,362 +26%
WWM
1116
Wagner Wealth Management
South Carolina
$285K -$301 -7 -0.1%
PP
1117
PDS Planning
Ohio
$285K +$285K +6,620 New
RIA
1118
Regal Investment Advisors
Michigan
$284K +$284K +6,616 New
MFP
1119
Meridian Financial Partners
Virginia
$284K -$3.22K -75 -1%
SC
1120
Sapient Capital
Indiana
$284K -$5.16K -120 -2%
WFI
1121
West Family Investments
California
$282K +$56.4K +1,313 +25%
Capstone Investment Advisors
1122
Capstone Investment Advisors
New York
$281K +$516 +12 +0.2%
NP
1123
Nilsine Partners
Colorado
$280K -$35K -813 -11%
CH
1124
Canton Hathaway
Rhode Island
$280K
CSPIA
1125
Cary Street Partners Investment Advisory
Virginia
$279K +$144K +3,353 +107%