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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 %
SWM
1201
Silverlake Wealth Management
Vermont
$229K +$229K +5,335 New
YCG
1202
Yeomans Consulting Group
Georgia
$229K +$5.13K +116 +2%
AFW
1203
Atlantic Family Wealth
Florida
$229K -$860 -20 -0.4%
CI
1204
Conning Inc
Connecticut
$228K -$197K -4,580 -46%
WA
1205
WealthTrust Axiom
Pennsylvania
$228K -$194K -4,510 -46%
CAL
1206
Capital Analysts LLC
Pennsylvania
$227K -$10.2K -236 -4%
WPW
1207
Waldron Private Wealth
Pennsylvania
$227K +$731 +17 +0.3%
PCMC
1208
Paragon Capital Management (Colorado)
Colorado
$227K -$82.4K -1,916 -27%
GF
1209
Gries Financial
Ohio
$227K +$227K +5,274 New
HI
1210
Harbour Investments
Wisconsin
$227K +$387 +9 +0.2%
BWM
1211
Baron Wealth Management
Michigan
$226K +$13.5K +315 +6%
AAM
1212
Augustine Asset Management
Florida
$224K -$26.7K -621 -11%
MKA
1213
M. Kulyk & Associates
Georgia
$224K
NG
1214
Norden Group
Utah
$224K -$62K -1,442 -22%
GVAG
1215
Great Valley Advisor Group
Delaware
$224K -$18.4K -428 -8%
TVAMP
1216
Tennessee Valley Asset Management Partners
Tennessee
$224K -$44.1K -1,026 -16%
SHFA
1217
SC&H Financial Advisors
Maryland
$223K -$6.45K -150 -3%
SIS
1218
Sound Income Strategies
Florida
$221K +$33.4K +776 +18%
1W
1219
1776 Wealth
Georgia
$219K
SJL
1220
Shayne & Jacobs LLC
Tennessee
$219K -$86 -2 -0%
FA
1221
Faithward Advisors
Pennsylvania
$219K
SPC
1222
Spirepoint Private Client
Florida
$218K +$215 +5 +0.1%
NWAG
1223
Net Worth Advisory Group
Utah
$218K +$218K +5,061 New
GSWA
1224
Good Steward Wealth Advisors
Tennessee
$217K -$212K -4,941 -49%
EW
1225
Element Wealth
Mississippi
$217K -$9.72K -226 -4%