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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
CM
1126
Cornerstone Management
Georgia
$287K
CF
1127
Convergence Financial
Missouri
$286K
JSW
1128
Journey Strategic Wealth
New Jersey
$285K
WWM
1129
Wagner Wealth Management
South Carolina
$285K
PP
1130
PDS Planning
Ohio
$285K
RIA
1131
Regal Investment Advisors
Michigan
$284K
MFP
1132
Meridian Financial Partners
Virginia
$284K
SC
1133
Sapient Capital
Indiana
$284K
WFI
1134
West Family Investments
California
$282K
Capstone Investment Advisors
1135
Capstone Investment Advisors
New York
$281K
NP
1136
Nilsine Partners
Colorado
$280K
CH
1137
Canton Hathaway
Rhode Island
$280K
CSPIA
1138
Cary Street Partners Investment Advisory
Virginia
$279K
PTP
1139
Platform Technology Partners
New York
$277K
LF
1140
Lantz Financial
Illinois
$277K
MC
1141
Machina Capital
France
$276K
AWAG
1142
ARS Wealth Advisors Group
Florida
$275K
1IA
1143
1620 Investment Advisors
Massachusetts
$274K
CFO
1144
CVA Family Office
Colorado
$274K
4WM
1145
44 Wealth Management
Oregon
$273K
AA
1146
Alta Advisers
United Kingdom
$273K
CA
1147
Calton & Associates
Florida
$272K
MG
1148
Mather Group
Illinois
$271K
Empower Advisory Group
1149
Empower Advisory Group
Colorado
$271K
UCB
1150
United Community Bank
South Carolina
$270K