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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
AWM
1401
AllSquare Wealth Management
New York
$22.1K
SO
1402
Sierra Ocean
California
$21.9K
NEWAS
1403
N.E.W. Advisory Services
Wisconsin
$21.5K
VWWMG
1404
Vermillion & White Wealth Management Group
Pennsylvania
$21.4K
OWA
1405
Opal Wealth Advisors
New York
$20.6K
OAJ
1406
Ogorek Anthony Joseph
New York
$20K
CWM
1407
Centricity Wealth Management
Ohio
$19.6K
ME
1408
McIlrath & Eck
Washington
$18.4K
MPW
1409
MASECO Private Wealth
$18.2K
TCM
1410
TD Capital Management
Tennessee
$18.2K
RWM
1411
Rialto Wealth Management
New York
$18K
MBFW
1412
Morton Brown Family Wealth
Pennsylvania
$17.9K
EDRH
1413
Edmond de Rothschild Holding
Switzerland
$17.3K
MMG
1414
Monetary Management Group
Missouri
$16.7K
WA
1415
WPG Advisers
Maryland
$16.7K
RWPA
1416
Richard W. Paul & Associates
Michigan
$16.5K
SFCL
1417
Strengthening Families & Communities LLC
Massachusetts
$16.5K
FG
1418
Fairman Group
Pennsylvania
$16.3K
LWA
1419
Lowe Wealth Advisors
Maryland
$16.2K
MCA
1420
Maryland Capital Advisors
Maryland
$16K
CA
1421
Crewe Advisors
Utah
$15.5K
PSB
1422
Piscataqua Savings Bank
New Hampshire
$15.5K
HDIM
1423
Hanson & Doremus Investment Management
Vermont
$15K
OCM
1424
Orion Capital Management
California
$14.1K
HNW
1425
High Note Wealth
Minnesota
$13.9K