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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
PS
1351
Pinney & Scofield
Massachusetts
$56.3K
HB
1352
Horizon Bancorp
Indiana
$56K
BFS
1353
Burkett Financial Services
South Carolina
$53.3K
PWMG
1354
Private Wealth Management Group
New Jersey
$53.1K
CSB
1355
City State Bank
Iowa
$50.3K
OIA
1356
Optimum Investment Advisors
Illinois
$49.6K
MSWA
1357
Marshall & Sterling Wealth Advisors
New York
$49.2K
WTA
1358
Washington Trust Advisors
Massachusetts
$47K
HFS
1359
Hantz Financial Services
Michigan
$47K
PAM
1360
Paradigm Asset Management
New York
$46.6K
MAM
1361
Meeder Asset Management
Ohio
$46K
CA
1362
CoreCap Advisors
Michigan
$45.8K
TH
1363
TCTC Holdings
Texas
$44K
IHWM
1364
Iron Horse Wealth Management
Iowa
$43.8K
POIA
1365
Pin Oak Investment Advisors
Texas
$43K
FWA
1366
Flagship Wealth Advisors
Massachusetts
$41.3K
BCMLT
1367
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.5K
HIA
1368
Harbor Investment Advisory
Maryland
$40K
HWM
1369
Hemington Wealth Management
Virginia
$39K
WCM
1370
Winthrop Capital Management
Indiana
$39K
SSG
1371
Summit Securities Group
New York
$37.9K
PB
1372
Pinnacle Bancorp
Nebraska
$36.9K
MTIC
1373
Missouri Trust & Investment Company
Missouri
$36.7K
HWM
1374
Horizons Wealth Management
North Carolina
$36.7K
TPWA
1375
Twin Peaks Wealth Advisors
California
$35.9K