TFC icon

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 %
AF
1151
Apexium Financial
Texas
$259K +$25.2K +587 +11%
AWM
1152
Avaii Wealth Management
Wisconsin
$258K -$4.39K -102 -2%
DOA
1153
D'Orazio & Associates
Virginia
$257K +$7.78K +181 +3%
SC
1154
SummitTX Capital
Texas
$257K -$306K -7,108 -54%
CCAM
1155
Cascades Capital Asset Management
North Carolina
$257K +$1.68K +39 +0.7%
TFO
1156
Timonier Family Office
North Carolina
$255K
FPL
1157
Fortress Private Ledger
North Carolina
$255K -$131K -3,047 -34%
KFC
1158
Klingenstein Fields & Co
New York
$254K
WA
1159
WBH Advisory
Maryland
$254K -$19.9K -464 -7%
FA
1160
FDx Advisors
Illinois
$254K -$5.86K -136 -2%
EAM
1161
Everstar Asset Management
North Carolina
$254K
GM
1162
GeoWealth Management
Illinois
$253K +$24.8K +577 +11%
NAS
1163
Nicolet Advisory Services
Wisconsin
$253K -$387K -9,008 -61%
FLI
1164
Family Legacy Inc
South Carolina
$252K
PFM
1165
Patton Fund Management
Texas
$251K +$251K +5,846 New
CPA
1166
Court Place Advisors
Maryland
$250K +$250K +5,822 New
TCBWMS
1167
Texas Capital Bank Wealth Management Services
Texas
$250K -$4.43K -103 -2%
MYAM
1168
Meiji Yasuda Asset Management
Japan
$250K -$644K -14,977 -72%
CIA
1169
Cape Investment Advisory
Georgia
$250K +$22.4K +521 +10%
EWM
1170
Evermay Wealth Management
Virginia
$250K -$6.45K -150 -3%
LAM
1171
L2 Asset Management
Massachusetts
$249K +$7.48K +174 +3%
AIA
1172
Arbor Investment Advisors
North Carolina
$249K +$2.75K +64 +1%
FFN
1173
Focus Financial Network
Minnesota
$248K +$248K +5,779 New
FH
1174
FWG Holdings
Florida
$247K
PA
1175
Prossimo Advisors
California
$247K +$247K +5,744 New