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Truist Financial

1,539 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 623 increasing their positions, 589 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
-15
Holders Change %
-0.97%
% of All Funds
20.9%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.18%
New
118
Increased
623
Reduced
589
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
MAS
1426
MPWM Advisory Solutions
Georgia
$16.9K
EDRH
1427
Edmond de Rothschild Holding
Switzerland
$16.6K -$17.9K -434 -52%
FWA
1428
FSC Wealth Advisors
New York
$16.3K +$165 +4 +1%
FG
1429
Fairman Group
Pennsylvania
$16.1K -$773 -18 -5%
MMG
1430
Monetary Management Group
Missouri
$16K
JWA
1431
JFS Wealth Advisors
Pennsylvania
$15.7K +$2.35K +57 +18%
HNW
1432
High Note Wealth
Minnesota
$15.6K +$206 +5 +1%
LWA
1433
Lowe Wealth Advisors
Maryland
$15.5K
AP
1434
Aspect Partners
Virginia
$15.4K
RWPA
1435
Richard W. Paul & Associates
Michigan
$15.4K -$288 -7 -2%
SC
1436
Steph & Co
Wisconsin
$15.4K +$3.87K +94 +34%
MCA
1437
Maryland Capital Advisors
Maryland
$15.3K
HDIM
1438
Hanson & Doremus Investment Management
Vermont
$15K
VWA
1439
Valued Wealth Advisors
Utah
$14.9K +$906 +22 +6%
PSB
1440
Piscataqua Savings Bank
New Hampshire
$14.8K
IHWM
1441
Iron Horse Wealth Management
Iowa
$14.3K +$5.19K +126 +57%
RWM
1442
Rialto Wealth Management
New York
$14.2K +$14.2K +345 New
AAG
1443
Armstrong Advisory Group
Massachusetts
$13.9K
GXJ
1444
Global X Japan
Japan
$13.6K +$1.19K +29 +10%
OCM
1445
Orion Capital Management
California
$13.3K +$4.48K +109 +51%
SC
1446
Solstein Capital
California
$12.8K
CA
1447
Crewe Advisors
Utah
$12.6K
BOJHT
1448
Bank of Jackson Hole Trust
Wyoming
$12.5K
OSNBOA
1449
Old Second National Bank of Aurora
Illinois
$12.3K -$946 -23 -7%
CT
1450
Coastline Trust
Rhode Island
$12.3K