TFC icon

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
RAM
1376
Ramirez Asset Management
New York
$34.4K
RA
1377
Rise Advisors
New York
$34K
S
1378
Sachetta
Massachusetts
$33.7K
CIAS
1379
CBIZ Investment Advisory Services
Ohio
$33.5K
Optiver Holding
1380
Optiver Holding
Netherlands
$32.1K
RF
1381
Rossby Financial
Florida
$31.9K
APW
1382
Atlantic Private Wealth
North Carolina
$30.7K
WAS
1383
Winch Advisory Services
Wisconsin
$29.9K
PGAM
1384
Princeton Global Asset Management
New Jersey
$29.9K
C
1385
Covestor
United Kingdom
$29K
MHR
1386
Matthew Hamilton Rosenberg
$28.7K
AP
1387
Aspect Partners
Virginia
$27.6K
WPA
1388
Wealth Preservation Advisors
Tennessee
$27.6K
FP
1389
Financial Perspectives
Minnesota
$27.4K
CAWM
1390
Capital A Wealth Management
Pennsylvania
$27.1K
Loomis, Sayles & Company
1391
Loomis, Sayles & Company
Massachusetts
$26.3K
DI
1392
DAGCO Inc
Ohio
$26.2K
FMTCOCP
1393
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
M
1394
MOTCO
Texas
$25.8K
HFS
1395
Hopwood Financial Services
Virginia
$25.8K
NWM
1396
Navigoe Wealth Management
California
$25K
PWMG
1397
Prestige Wealth Management Group
New Jersey
$24.7K
SC
1398
Swan Capital
Florida
$24.5K
PFSC
1399
Peoples Financial Services Corp
Pennsylvania
$24.4K
BFS
1400
Bare Financial Services
Pennsylvania
$22.5K