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Truist Financial

1,527 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
1,527
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
TFA
1201
Transamerica Financial Advisors
Florida
$236K
SFA
1202
Souders Financial Advisors
Ohio
$236K
CPC
1203
Consolidated Planning Corp
Georgia
$236K
RPA
1204
Rock Point Advisors
Vermont
$235K
BRWM
1205
Blue Rock Wealth Management
North Carolina
$232K
MPIA
1206
Mountain Pacific Investment Advisers
Idaho
$231K
SMC
1207
Smith, Moore & Co
Missouri
$231K
HAM
1208
Harmony Asset Management
Arizona
$230K
TA
1209
TrueWealth Advisors
Alabama
$229K
SWM
1210
Silverlake Wealth Management
Vermont
$229K
YCG
1211
Yeomans Consulting Group
Georgia
$229K
AFW
1212
Atlantic Family Wealth
Florida
$229K
CI
1213
Conning Inc
Connecticut
$228K
WA
1214
WealthTrust Axiom
Pennsylvania
$228K
CAL
1215
Capital Analysts LLC
Pennsylvania
$227K
WPW
1216
Waldron Private Wealth
Pennsylvania
$227K
PCMC
1217
Paragon Capital Management (Colorado)
Colorado
$227K
GF
1218
Gries Financial
Ohio
$227K
HI
1219
Harbour Investments
Wisconsin
$227K
BWM
1220
Baron Wealth Management
Michigan
$226K
AAM
1221
Augustine Asset Management
Florida
$224K
MKA
1222
M. Kulyk & Associates
Georgia
$224K
NG
1223
Norden Group
Utah
$224K
TS
1224
TradeWell Securities
Indiana
$224K
GVAG
1225
Great Valley Advisor Group
Delaware
$224K