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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 %
LI
1176
Lafayette Investments
Maryland
$246K +$246K +5,727 New
ATPW
1177
Ashton Thomas Private Wealth
Arizona
$246K -$19K -442 -7%
IIC
1178
Integrated Investment Consultants
Michigan
$245K +$245K +5,701 New
VFG
1179
Victory Financial Group
Texas
$244K +$244K +5,679 New
STA
1180
Smith Thornton Advisors
Alabama
$244K +$2.58K +60 +1%
BBA
1181
BLB&B Advisors
Pennsylvania
$242K -$233K -5,412 -49%
HWA
1182
Heartwood Wealth Advisors
Virginia
$241K -$46.7K -1,086 -16%
AFGAS
1183
Allegiance Financial Group Advisory Services
Virginia
$241K +$241K +5,604 New
MWA
1184
Muirfield Wealth Advisors
North Carolina
$241K +$3.14K +73 +1%
SHWM
1185
Smith & Howard Wealth Management
Georgia
$240K +$301 +7 +0.1%
CA
1186
Continuum Advisory
Idaho
$239K -$172K -4,003 -42%
PCM
1187
Penserra Capital Management
California
$239K -$280K -6,534 -54%
CWMS
1188
Cannon Wealth Management Services
North Carolina
$239K
EW
1189
Evoke Wealth
California
$238K +$238K +5,543 New
PPW
1190
Parcion Private Wealth
Washington
$238K -$6.04M -140,424 -96%
NLP
1191
Next Level Private
New York
$238K +$3.48K +81 +1%
MAM
1192
Madison Asset Management
Wisconsin
$236K
TFA
1193
Transamerica Financial Advisors
Florida
$236K -$10.7K -250 -4%
SFA
1194
Souders Financial Advisors
Ohio
$236K +$236K +5,496 New
CPC
1195
Consolidated Planning Corp
Georgia
$236K +$236K +5,488 New
RPA
1196
Rock Point Advisors
Vermont
$235K
MPIA
1197
Mountain Pacific Investment Advisers
Idaho
$231K
SMC
1198
Smith, Moore & Co
Missouri
$231K +$344 +8 +0.1%
HAM
1199
Harmony Asset Management
Arizona
$230K +$230K +5,355 New
TA
1200
TrueWealth Advisors
Alabama
$229K +$15.9K +371 +7%