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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 %
M
1376
MOTCO
Texas
$25.8K -$9.05K -207 -26%
HFS
1377
Hopwood Financial Services
Virginia
$25.8K
NWM
1378
Navigoe Wealth Management
California
$25K
PWMG
1379
Prestige Wealth Management Group
New Jersey
$24.7K -$215 -5 -0.9%
SC
1380
Swan Capital
Florida
$24.5K
PFSC
1381
Peoples Financial Services Corp
Pennsylvania
$24.4K
BFS
1382
Bare Financial Services
Pennsylvania
$22.5K -$56.6K -1,316 -72%
AWM
1383
AllSquare Wealth Management
New York
$22.1K
SO
1384
Sierra Ocean
California
$21.9K -$16.8K -391 -43%
NEWAS
1385
N.E.W. Advisory Services
Wisconsin
$21.5K +$2.45K +57 +13%
VWWMG
1386
Vermillion & White Wealth Management Group
Pennsylvania
$21.4K
OWA
1387
Opal Wealth Advisors
New York
$20.6K -$602 -14 -3%
OAJ
1388
Ogorek Anthony Joseph
New York
$20K -$4.66K -113 -19%
CWM
1389
Centricity Wealth Management
Ohio
$19.6K
ME
1390
McIlrath & Eck
Washington
$18.4K
MPW
1391
MASECO Private Wealth
$18.2K +$18.2K +424 New
TCM
1392
TD Capital Management
Tennessee
$18.2K +$43 +1 +0.2%
RWM
1393
Rialto Wealth Management
New York
$18K +$3.14K +73 +21%
MBFW
1394
Morton Brown Family Wealth
Pennsylvania
$17.9K +$172 +4 +1%
EDRH
1395
Edmond de Rothschild Holding
Switzerland
$17.3K
MMG
1396
Monetary Management Group
Missouri
$16.7K
WA
1397
WPG Advisers
Maryland
$16.7K +$5.8K +135 +53%
RWPA
1398
Richard W. Paul & Associates
Michigan
$16.5K +$387 +9 +2%
SFCL
1399
Strengthening Families & Communities LLC
Massachusetts
$16.5K +$16.5K +383 New
FG
1400
Fairman Group
Pennsylvania
$16.3K +$215 +5 +1%