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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 %
PTP
1126
Platform Technology Partners
New York
$277K +$277K +6,447 New
LF
1127
Lantz Financial
Illinois
$277K +$14.7K +343 +6%
MC
1128
Machina Capital
France
$276K +$276K +6,414 New
AWAG
1129
ARS Wealth Advisors Group
Florida
$275K +$1.16K +27 +0.4%
1IA
1130
1620 Investment Advisors
Massachusetts
$274K +$11.1K +258 +4%
CFO
1131
CVA Family Office
Colorado
$274K +$8.9K +207 +3%
4WM
1132
44 Wealth Management
Oregon
$273K +$273K +6,356 New
AA
1133
Alta Advisers
United Kingdom
$273K
CA
1134
Calton & Associates
Florida
$272K -$10.6K -247 -4%
MG
1135
Mather Group
Illinois
$271K -$6.32K -147 -2%
Empower Advisory Group
1136
Empower Advisory Group
Colorado
$271K -$982K -22,839 -78%
UCB
1137
United Community Bank
South Carolina
$270K -$25.2K -586 -9%
PIP
1138
Peachtree Investment Partners
Florida
$269K -$7.74K -180 -3%
MPM
1139
MBB Public Markets
Illinois
$268K -$62.4K -1,452 -19%
AA
1140
Armis Advisers
Georgia
$267K +$267K +5,868 New
QWP
1141
Quotient Wealth Partners
Texas
$266K -$23.2K -539 -8%
KIM
1142
Kestra Investment Management
Texas
$264K +$217K +5,096 +465%
GS
1143
GTS Securities
New York
$263K -$1.05M -24,465 -80%
GPW
1144
Genesis Private Wealth
Virginia
$262K +$34.4K +800 +15%
CP
1145
Castleview Partners
Texas
$261K +$17.2K +399 +7%
VWA
1146
VSM Wealth Advisory
Maryland
$260K +$47.9K +1,115 +23%
BHPW
1147
Beverly Hills Private Wealth
California
$260K -$60.4K -1,405 -19%
FFC
1148
Frederick Financial Consultants
Maryland
$259K +$1.33K +31 +0.5%
RS
1149
Rakuten Securities
Japan
$259K +$43 +1 +0%
CS
1150
Capital Square
Tennessee
$259K +$1.32K +29 +0.5%