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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
HFM
1476
Harvest Fund Management
China
$6K
NWM
1477
Nova Wealth Management
Florida
$6K
PSFG
1478
Park Square Financial Group
Georgia
$5.85K
CFS
1479
Compass Financial Services
Iowa
$5.37K
SA
1480
Scarborough Advisors
Maryland
$5.37K
FFC
1481
First Financial Corp
Indiana
$5.16K
IWM
1482
IMG Wealth Management
Florida
$5.16K
SIA
1483
Sit Investment Associates
Minnesota
$5K
TWD
1484
True Wealth Design
Ohio
$4.88K
GWSG
1485
GPS Wealth Strategies Group
Colorado
$4.69K
Kayne Anderson Rudnick Investment Management
1486
Kayne Anderson Rudnick Investment Management
California
$4.68K
RI
1487
Ridgewood Investments
New Jersey
$4.64K
CWM
1488
Crowley Wealth Management
Delaware
$4.56K
KG
1489
Kilter Group
New York
$4.47K
PA
1490
Pineridge Advisors
Missouri
$4.3K
DWM
1491
Darwin Wealth Management
Florida
$4.09K
CMP
1492
Coston McIsaac & Partners
Maine
$4K
DPW
1493
DiNuzzo Private Wealth
Pennsylvania
$4K
DIP
1494
DT Investment Partners
Pennsylvania
$3.78K
NC
1495
North Capital
Utah
$3.65K
BDPWM
1496
Barnes Dennig Private Wealth Management
Ohio
$3.65K
BFPW
1497
BOK Financial Private Wealth
Colorado
$3.48K
CTWM
1498
Cherry Tree Wealth Management
Minnesota
$3.35K
TIM
1499
Total Investment Management
Arizona
$3.31K
TCA
1500
Trifecta Capital Advisors
Illinois
$3.27K