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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 %
HIA
1351
Harbor Investment Advisory
Maryland
$40K -$37.2K -865 -48%
HWM
1352
Hemington Wealth Management
Virginia
$39K -$2.1K -50 -5%
WCM
1353
Winthrop Capital Management
Indiana
$39K
SSG
1354
Summit Securities Group
New York
$37.9K +$37.9K +882 New
PB
1355
Pinnacle Bancorp
Nebraska
$36.9K -$51.6K -1,200 -58%
MTIC
1356
Missouri Trust & Investment Company
Missouri
$36.7K
HWM
1357
Horizons Wealth Management
North Carolina
$36.7K
TPWA
1358
Twin Peaks Wealth Advisors
California
$35.9K +$35.9K +815 New
RAM
1359
Ramirez Asset Management
New York
$34.4K +$12.9K +300 +60%
RA
1360
Rise Advisors
New York
$34K +$387 +9 +1%
S
1361
Sachetta
Massachusetts
$33.7K +$1.51K +35 +5%
CIAS
1362
CBIZ Investment Advisory Services
Ohio
$33.5K +$22.4K +521 +201%
Optiver Holding
1363
Optiver Holding
Netherlands
$32.1K +$32.1K +747 New
RF
1364
Rossby Financial
Florida
$31.9K -$16.6K -387 -34%
APW
1365
Atlantic Private Wealth
North Carolina
$30.7K
WAS
1366
Winch Advisory Services
Wisconsin
$29.9K +$430 +10 +1%
PGAM
1367
Princeton Global Asset Management
New Jersey
$29.9K +$29.9K +696 New
C
1368
Covestor
United Kingdom
$29K -$59.2K -1,378 -67%
MHR
1369
Matthew Hamilton Rosenberg
$28.7K
AP
1370
Aspect Partners
Virginia
$27.6K +$11.5K +268 +71%
WPA
1371
Wealth Preservation Advisors
Tennessee
$27.6K +$1.38K +32 +5%
FP
1372
Financial Perspectives
Minnesota
$27.4K
Loomis, Sayles & Company
1373
Loomis, Sayles & Company
Massachusetts
$26.3K -$617K -14,361 -96%
DI
1374
DAGCO Inc
Ohio
$26.2K +$26.2K +610 New
FMTCOCP
1375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K