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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
20.29%
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 %
NC
1476
North Capital
Utah
$3.65K -$602 -14 -14%
BDPWM
1477
Barnes Dennig Private Wealth Management
Ohio
$3.65K
BFPW
1478
BOK Financial Private Wealth
Colorado
$3.48K -$35.6K -827 -91%
CTWM
1479
Cherry Tree Wealth Management
Minnesota
$3.35K
TIM
1480
Total Investment Management
Arizona
$3.31K +$3.31K +77 New
TCA
1481
Trifecta Capital Advisors
Illinois
$3.27K
NL
1482
NVWM LLC
Pennsylvania
$3.1K -$989 -23 -24%
SIC
1483
SJS Investment Consulting
Ohio
$3.09K -$9.4K -219 -75%
LP
1484
LMR Partners
United Kingdom
$3.05K -$632K -14,698 -100%
TIM
1485
Tortoise Investment Management
New York
$2.84K +$2.84K +66 New
RAM
1486
Riggs Asset Management
Pennsylvania
$2.73K
FWM
1487
FSA Wealth Management
Massachusetts
$2.67K -$1.85K -43 -41%
T
1488
Transce3nd
Texas
$2.65K
FFA
1489
Frazier Financial Advisors
Ohio
$2.54K
LWMI
1490
Legacy Wealth Management (Idaho)
Idaho
$2.54K
LIS
1491
Legacy Investment Solutions
Idaho
$2.54K +$2.54K +59 New
BHWM
1492
Beaird Harris Wealth Management
Texas
$2.49K -$6.24K -145 -71%
BHWM
1493
Bay Harbor Wealth Management
Maryland
$2.32K +$1.55K +36 +200%
RWM
1494
RMG Wealth Management
Wisconsin
$2.22K +$2.22K +50 New
CAC
1495
Core Alternative Capital
Georgia
$2.15K
PWM
1496
Parkworth Wealth Management
California
$1.89K +$1.16K +27 +159%
DAL
1497
Delta Accumulation LLC
California
$1.67K
QWM
1498
Quaker Wealth Management
New Jersey
$1.55K +$1.55K +36 New
CTB
1499
Country Trust Bank
Illinois
$1.38K +$1.38K +32 New
TFM
1500
TFC Financial Management
Massachusetts
$1.33K -$1.68K -39 -56%