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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 %
LWA
1401
Lowe Wealth Advisors
Maryland
$16.2K
MCA
1402
Maryland Capital Advisors
Maryland
$16K
CA
1403
Crewe Advisors
Utah
$15.5K +$2.32K +54 +18%
PSB
1404
Piscataqua Savings Bank
New Hampshire
$15.5K
HDIM
1405
Hanson & Doremus Investment Management
Vermont
$15K
OCM
1406
Orion Capital Management
California
$14.1K +$172 +4 +1%
HNW
1407
High Note Wealth
Minnesota
$13.9K -$2.32K -54 -14%
AAG
1408
Armstrong Advisory Group
Massachusetts
$13.8K
DF
1409
Dunhill Financial
United Kingdom
$13.7K +$7.97K +185 +138%
SC
1410
Solstein Capital
California
$13.4K
OSNBOA
1411
Old Second National Bank of Aurora
Illinois
$12.9K
CT
1412
Coastline Trust
Rhode Island
$12.9K
OW
1413
Olistico Wealth
Oklahoma
$12.9K
ATC
1414
Advantage Trust Company
Kansas
$12.9K +$12.9K +300 New
FFO
1415
Fortitude Family Office
Arizona
$12.6K +$4.9K +114 +63%
HHMI
1416
Howard Hughes Medical Institute
Maryland
$12.2K +$12.2K +284 New
PP
1417
PFS Partners
New Jersey
$12.1K +$12.1K +281 New
PWM
1418
Proathlete Wealth Management
Florida
$12.1K
OP
1419
ORG Partners
Indiana
$12.1K +$10.6K +241 +753%
BSB
1420
Bangor Savings Bank
Maine
$11.6K -$215 -5 -2%
VWA
1421
Valued Wealth Advisors
Utah
$11.5K -$3.99K -93 -26%
HWP
1422
Highline Wealth Partners
California
$11.5K +$3.27K +76 +40%
SHIM
1423
Stone House Investment Management
Pennsylvania
$11.1K -$6.84K -159 -38%
JWA
1424
JFS Wealth Advisors
Pennsylvania
$10.9K -$5.46K -127 -33%
HIM
1425
Hillsdale Investment Management
Ontario, Canada
$10.7K +$10.7K +250 New