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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 %
HFS
1301
Hughes Financial Services
Virginia
$96.9K -$1.63K -38 -2%
AEPWM
1302
Atlantic Edge Private Wealth Management
Florida
$96.6K -$24.7K -575 -20%
SS
1303
Sunbelt Securities
Texas
$95.8K -$11.3K -261 -11%
SN
1304
Sittner & Nelson
Oregon
$93.5K
GCM
1305
Gables Capital Management
Florida
$93.3K
GSWM
1306
Golden State Wealth Management
California
$91K -$2.19K -51 -2%
CAL
1307
Capital Advisors Ltd
Ohio
$90K +$5.56K +129 +7%
AWM
1308
Abound Wealth Management
Tennessee
$89.8K +$51.6K +1,199 +135%
SWA
1309
SOA Wealth Advisors
New York
$89.4K -$33.5K -779 -27%
TSMHT
1310
Thurston Springer Miller Herd & Titak
Indiana
$88K +$9.26K +215 +12%
NRG
1311
Nemes Rush Group
Michigan
$86.8K -$36.4K -847 -30%
GKIM
1312
GW&K Investment Management
Massachusetts
$86K +$27.3K +632 +47%
IAS
1313
IMA Advisory Services
Colorado
$84.3K
USB
1314
Union Savings Bank
Connecticut
$84.3K +$21.9K +500 +35%
ST
1315
Smithfield Trust
Pennsylvania
$84K
AF
1316
Advisornet Financial
Minnesota
$82.8K -$30.3K -705 -27%
MIFH
1317
Migdal Insurance & Financial Holdings
Israel
$78K -$43.2K -1,008 -36%
RFS
1318
Richardson Financial Services
Massachusetts
$74.9K -$2.21K -50 -3%
VCM
1319
Versant Capital Management
Arizona
$73.5K -$64.4K -1,499 -47%
IRAG
1320
Investment Research & Advisory Group
Georgia
$70.6K +$9.29K +216 +15%
RFG
1321
REAP Financial Group
Texas
$70.1K +$47.3K +1,100 +207%
KWM
1322
Kiker Wealth Management
Georgia
$69K
SC
1323
Stephens Consulting
Michigan
$68.1K +$1.25K +29 +2%
HT
1324
Headlands Technologies
Illinois
$67.2K +$5.12K +119 +8%
MSG
1325
Main Street Group
Virginia
$66.3K -$9.33K -217 -12%