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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
NL
1501
NVWM LLC
Pennsylvania
$3.1K
SIC
1502
SJS Investment Consulting
Ohio
$3.09K
LP
1503
LMR Partners
United Kingdom
$3.05K
TIM
1504
Tortoise Investment Management
New York
$2.84K
RAM
1505
Riggs Asset Management
Pennsylvania
$2.73K
FWM
1506
FSA Wealth Management
Massachusetts
$2.67K
T
1507
Transce3nd
Texas
$2.65K
FFA
1508
Frazier Financial Advisors
Ohio
$2.54K
LWMI
1509
Legacy Wealth Management (Idaho)
Idaho
$2.54K
LIS
1510
Legacy Investment Solutions
Idaho
$2.54K
BHWM
1511
Beaird Harris Wealth Management
Texas
$2.49K
BHWM
1512
Bay Harbor Wealth Management
Maryland
$2.32K
RWM
1513
RMG Wealth Management
Wisconsin
$2.22K
CAC
1514
Core Alternative Capital
Georgia
$2.15K
AIA
1515
Aventus Investment Advisors
Florida
$2.15K
PWM
1516
Parkworth Wealth Management
California
$1.89K
DAL
1517
Delta Accumulation LLC
California
$1.67K
QWM
1518
Quaker Wealth Management
New Jersey
$1.55K
Q1WB
1519
Quest 10 Wealth Builders
Virginia
$1.44K
CTB
1520
Country Trust Bank
Illinois
$1.38K
TFM
1521
TFC Financial Management
Massachusetts
$1.33K
WA
1522
WestEnd Advisors
North Carolina
$1.25K
FNWA
1523
Financial Network Wealth Advisors
Utah
$1.12K
HIA
1524
HFM Investment Advisors
New Jersey
$1.12K
WCM
1525
WealthTrak Capital Management
Virginia
$1.07K