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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 %
IMC
1276
Investment Management Corporation
Virginia
$149K +$6.06K +141 +4%
HFM
1277
Hartford Financial Management
Connecticut
$148K
GTAM
1278
Global Trust Asset Management
Florida
$146K
DMBA
1279
Deseret Mutual Benefit Administrators
Utah
$139K
BI
1280
Binnacle Investments
Iowa
$137K +$5.93K +138 +5%
CCM
1281
Carderock Capital Management
Maryland
$135K +$135K +3,137 New
MYIA
1282
Mount Yale Investment Advisors
Colorado
$135K +$135K +3,131 New
CW
1283
Curio Wealth
Maryland
$130K +$130K +3,020 +151,000%
FPB
1284
First PREMIER Bank
South Dakota
$129K
WSC
1285
Wellington Shields & Co
New York
$129K -$43K -1,000 -25%
VFM
1286
Viking Fund Management
North Dakota
$129K
BWAM
1287
Boyd Watterson Asset Management
Ohio
$129K +$6.28K +146 +5%
CSC
1288
Caldwell Sutter Capital
California
$126K -$5.55K -129 -4%
CT
1289
Clearstead Trust
Maine
$123K +$43.6K +1,015 +55%
RTC
1290
Riverview Trust Company
Washington
$117K
EA
1291
Evolution Advisers
Virginia
$113K
SCM
1292
Silvant Capital Management
Georgia
$111K
PG
1293
Proffitt & Goodson
Tennessee
$110K +$6.41K +149 +6%
SS
1294
SBI Securities
Japan
$107K -$602 -14 -0.6%
MEG
1295
Millstone Evans Group
Colorado
$107K
CG
1296
Curat Global
New Hampshire
$105K
CWM
1297
Cranbrook Wealth Management
Michigan
$104K
CIR
1298
Clear Investment Research
Georgia
$101K
SPF
1299
South Plains Financial
Texas
$99.5K +$11.6K +270 +13%
PWAM
1300
Private Wealth Asset Management
Iowa
$98.1K -$1.25K -29 -1%