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Truist Financial

1,524 hedge funds and large institutions have $41.2B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 605 increasing their positions, 607 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,524
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
PGAM
1376
Princeton Global Asset Management
New Jersey
$29.9K
C
1377
Covestor
United Kingdom
$29K
MHR
1378
Matthew Hamilton Rosenberg
$28.7K
AP
1379
Aspect Partners
Virginia
$27.6K
WPA
1380
Wealth Preservation Advisors
Tennessee
$27.6K
FP
1381
Financial Perspectives
Minnesota
$27.4K
CAWM
1382
Capital A Wealth Management
Pennsylvania
$27.1K
Loomis, Sayles & Company
1383
Loomis, Sayles & Company
Massachusetts
$26.3K
DI
1384
DAGCO Inc
Ohio
$26.2K
FMTCOCP
1385
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
M
1386
MOTCO
Texas
$25.8K
HFS
1387
Hopwood Financial Services
Virginia
$25.8K
NWM
1388
Navigoe Wealth Management
California
$25K
PWMG
1389
Prestige Wealth Management Group
New Jersey
$24.7K
SC
1390
Swan Capital
Florida
$24.5K
PFSC
1391
Peoples Financial Services Corp
Pennsylvania
$24.4K
BFS
1392
Bare Financial Services
Pennsylvania
$22.5K
AWM
1393
AllSquare Wealth Management
New York
$22.1K
SO
1394
Sierra Ocean
California
$21.9K
NEWAS
1395
N.E.W. Advisory Services
Wisconsin
$21.5K
VWWMG
1396
Vermillion & White Wealth Management Group
Pennsylvania
$21.4K
OWA
1397
Opal Wealth Advisors
New York
$20.6K
OAJ
1398
Ogorek Anthony Joseph
New York
$20K
CWM
1399
Centricity Wealth Management
Ohio
$19.6K
ME
1400
McIlrath & Eck
Washington
$18.4K