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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
GS
1151
GTS Securities
New York
$263K
GPW
1152
Genesis Private Wealth
Virginia
$262K
CP
1153
Castleview Partners
Texas
$261K
VWA
1154
VSM Wealth Advisory
Maryland
$260K
BHPW
1155
Beverly Hills Private Wealth
California
$260K
FFC
1156
Frederick Financial Consultants
Maryland
$259K
RS
1157
Rakuten Securities
Japan
$259K
CS
1158
Capital Square
Tennessee
$259K
AF
1159
Apexium Financial
Texas
$259K
AWM
1160
Avaii Wealth Management
Wisconsin
$258K
DOA
1161
D'Orazio & Associates
Virginia
$257K
SC
1162
SummitTX Capital
Texas
$257K
CCAM
1163
Cascades Capital Asset Management
North Carolina
$257K
TFO
1164
Timonier Family Office
North Carolina
$255K
FPL
1165
Fortress Private Ledger
North Carolina
$255K
KFC
1166
Klingenstein Fields & Co
New York
$254K
WA
1167
WBH Advisory
Maryland
$254K
FA
1168
FDx Advisors
Illinois
$254K
EAM
1169
Everstar Asset Management
North Carolina
$254K
GM
1170
GeoWealth Management
Illinois
$253K
NAS
1171
Nicolet Advisory Services
Wisconsin
$253K
FLI
1172
Family Legacy Inc
South Carolina
$252K
PFM
1173
Patton Fund Management
Texas
$251K
CPA
1174
Court Place Advisors
Maryland
$250K
TCBWMS
1175
Texas Capital Bank Wealth Management Services
Texas
$250K