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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
CWMS
1201
Cannon Wealth Management Services
North Carolina
$239K
EW
1202
Evoke Wealth
California
$238K
PPW
1203
Parcion Private Wealth
Washington
$238K
NLP
1204
Next Level Private
New York
$238K
MAM
1205
Madison Asset Management
Wisconsin
$236K
TFA
1206
Transamerica Financial Advisors
Florida
$236K
SFA
1207
Souders Financial Advisors
Ohio
$236K
CPC
1208
Consolidated Planning Corp
Georgia
$236K
RPA
1209
Rock Point Advisors
Vermont
$235K
BRWM
1210
Blue Rock Wealth Management
North Carolina
$232K
MPIA
1211
Mountain Pacific Investment Advisers
Idaho
$231K
SMC
1212
Smith, Moore & Co
Missouri
$231K
HAM
1213
Harmony Asset Management
Arizona
$230K
TA
1214
TrueWealth Advisors
Alabama
$229K
SWM
1215
Silverlake Wealth Management
Vermont
$229K
YCG
1216
Yeomans Consulting Group
Georgia
$229K
AFW
1217
Atlantic Family Wealth
Florida
$229K
CI
1218
Conning Inc
Connecticut
$228K
WA
1219
WealthTrust Axiom
Pennsylvania
$228K
CAL
1220
Capital Analysts LLC
Pennsylvania
$227K
WPW
1221
Waldron Private Wealth
Pennsylvania
$227K
PCMC
1222
Paragon Capital Management (Colorado)
Colorado
$227K
GF
1223
Gries Financial
Ohio
$227K
HI
1224
Harbour Investments
Wisconsin
$227K
BWM
1225
Baron Wealth Management
Michigan
$226K