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Truist Financial

1,523 hedge funds and large institutions have $41.2B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 605 increasing their positions, 606 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,523
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
LIS
1501
Legacy Investment Solutions
Idaho
$2.54K
BHWM
1502
Beaird Harris Wealth Management
Texas
$2.49K
BHWM
1503
Bay Harbor Wealth Management
Maryland
$2.32K
RWM
1504
RMG Wealth Management
Wisconsin
$2.22K
CAC
1505
Core Alternative Capital
Georgia
$2.15K
PWM
1506
Parkworth Wealth Management
California
$1.89K
DAL
1507
Delta Accumulation LLC
California
$1.67K
QWM
1508
Quaker Wealth Management
New Jersey
$1.55K
CTB
1509
Country Trust Bank
Illinois
$1.38K
TFM
1510
TFC Financial Management
Massachusetts
$1.33K
WA
1511
WestEnd Advisors
North Carolina
$1.25K
FNWA
1512
Financial Network Wealth Advisors
Utah
$1.12K
HIA
1513
HFM Investment Advisors
New Jersey
$1.12K
WCM
1514
WealthTrak Capital Management
Virginia
$1.07K
MAS
1515
MPWM Advisory Solutions
Georgia
$1.03K
PWA
1516
Principia Wealth Advisory
Texas
$1.03K
LFA
1517
LGT Financial Advisors
Texas
$903
YDMI
1518
Y.D. More Investments
Israel
$586
FMP
1519
Financial Management Professionals
Texas
$430
PWM
1520
Puff Wealth Management
New Jersey
$430
DFA
1521
DHJJ Financial Advisors
Illinois
$430
WBC
1522
West Branch Capital
Massachusetts
$301
FCAS
1523
First Command Advisory Services
Texas
$172
SC
1524
Samlyn Capital
New York
TC
1525
TwinBeech Capital
New York