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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 %
CCM
1326
Chilton Capital Management
Texas
$64.5K
TFIPS
1327
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.3K
TC
1328
Truvestments Capital
Florida
$59.7K
MFC
1329
Mechanics Financial Corp
Ohio
$59.1K
CCA
1330
Catalyst Capital Advisors
New York
$58.5K +$58.5K +1,360 New
CM
1331
Capula Management
Cayman Islands
$58.4K +$58.4K +1,358 New
PWA
1332
Physician Wealth Advisors
Utah
$58.2K +$301 +7 +0.5%
BLC
1333
Brown, Lisle/Cummings
Rhode Island
$57.6K
PS
1334
Pinney & Scofield
Massachusetts
$56.3K
HB
1335
Horizon Bancorp
Indiana
$56K -$117K -2,718 -68%
BFS
1336
Burkett Financial Services
South Carolina
$53.3K -$172 -4 -0.3%
PWMG
1337
Private Wealth Management Group
New Jersey
$53.1K +$387 +9 +0.7%
CSB
1338
City State Bank
Iowa
$50.3K
OIA
1339
Optimum Investment Advisors
Illinois
$49.6K
MSWA
1340
Marshall & Sterling Wealth Advisors
New York
$49.2K -$9.59K -223 -16%
WTA
1341
Washington Trust Advisors
Massachusetts
$47K
HFS
1342
Hantz Financial Services
Michigan
$47K +$41.1K +955 +697%
PAM
1343
Paradigm Asset Management
New York
$46.6K
MAM
1344
Meeder Asset Management
Ohio
$46K +$8.38K +195 +22%
CA
1345
CoreCap Advisors
Michigan
$45.8K -$7.01K -163 -13%
TH
1346
TCTC Holdings
Texas
$44K
IHWM
1347
Iron Horse Wealth Management
Iowa
$43.8K +$28.8K +670 +193%
POIA
1348
Pin Oak Investment Advisors
Texas
$43K
FWA
1349
Flagship Wealth Advisors
Massachusetts
$41.3K +$41.3K +961 New
BCMLT
1350
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.5K -$9.59K -223 -19%