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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 %
DWM
1426
Dogwood Wealth Management
Kansas
$10.7K +$10.1K +223 +1,715%
DJSG
1427
D.J. St. Germain
Massachusetts
$10.7K
AA
1428
Addison Advisors
Vermont
$10.5K +$10.5K +245 New
BIA
1429
Bell Investment Advisors
California
$10.4K +$1.2K +28 +13%
GC
1430
GFG Capital
Florida
$10.2K +$10.2K +238 New
TCM
1431
Traub Capital Management
Massachusetts
$10.2K +$10.2K +237 New
GXJ
1432
Global X Japan
Japan
$10.1K -$4.04K -94 -28%
AW
1433
Avion Wealth
Texas
$10K +$2.42K +60 +32%
MSWM
1434
Mowery & Schoenfeld Wealth Management
Illinois
$9.7K
AP
1435
Atwood & Palmer
Missouri
$9.67K
SWP
1436
Strategic Wealth Partners
Ohio
$9.07K +$9.07K +211 New
GA
1437
GoalVest Advisory
New York
$8.81K +$8.51K +198 +2,829%
WB
1438
Webster Bank
Connecticut
$8.6K
AG
1439
AmeriFlex Group
Nevada
$8.55K -$46.7K -1,099 -85%
WWM
1440
Wolff Wiese Magana
California
$8.38K
AA
1441
Ancora Advisors
Ohio
$8.3K +$2.75K +64 +50%
CPG
1442
Cornerstone Planning Group
New Jersey
$7.99K +$3.47K +80 +77%
FW
1443
Fairway Wealth
Ohio
$7.95K
MAWAG
1444
Mid-American Wealth Advisory Group
Missouri
$7.65K +$7.65K +178 New
BCM
1445
Boreal Capital Management
Florida
$7.57K +$7.57K +176 New
KFI
1446
Key Financial Inc
Pennsylvania
$7.48K
PMFA
1447
Plante Moran Financial Advisors
Michigan
$7.44K
HCM
1448
Hollencrest Capital Management
California
$7.22K
GEA
1449
Glen Eagle Advisors
New Jersey
$7.09K
AWM
1450
Activest Wealth Management
Florida
$6.96K +$6.96K +162 New