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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 %
UFF
1601
USA Financial Formulas
Michigan
-$226K -5,500 Closed
HL
1602
HeadInvest LLC
Maine
-$213K -5,186 Closed
LA
1603
Legacy Advisors
Pennsylvania
-$207K -5,035 Closed
GIA
1604
Gateway Investment Advisers
Ohio
-$205K -4,989 Closed
AFW
1605
Avantra Family Wealth
Pennsylvania
-$205K -4,985 Closed
QL
1606
Quarry LP
New York
-$116K -2,820 Closed
QC
1607
Quent Capital
New York
-$90.1K -2,188 Closed
SVWA
1608
Sarver Vrooman Wealth Advisors
Missouri
-$82.4K -2,002 Closed
WF
1609
Wayfinding Financial
Washington
-$70K -1,722 Closed
WT
1610
Washington Trust
Rhode Island
-$67.5K -1,641 Closed
TC
1611
Trust Company
Kansas
-$50.7K -1,233 Closed
SCB
1612
Saudi Central Bank
Saudi Arabia
-$21.5K -522 Closed
GFPC
1613
Global Financial Private Client
Florida
-$19.6K -477 Closed
FWA
1614
FSC Wealth Advisors
New York
-$16.3K -396 Closed
SC
1615
Steph & Co
Wisconsin
-$15.4K -374 Closed
AFG
1616
Albion Financial Group
Utah
-$11.6K -281 Closed
BOJHT
1617
Bank of Jackson Hole Trust
Wyoming
-$12.5K -270 Closed
TCM
1618
TruNorth Capital Management
Michigan
-$8.89K -216 Closed
SNB
1619
Security National Bank
Nebraska
-$8.85K -215 Closed
PA
1620
PSI Advisors
Florida
-$7.74K -188 Closed
MFA
1621
McClarren Financial Advisors
Pennsylvania
-$6K -166 Closed
HHGA
1622
Halbert Hargrove Global Advisors
California
-$4.92K -120 Closed
BWM
1623
Bernard Wealth Management
Michigan
-$4.2K -102 Closed
PPWM
1624
PFG Private Wealth Management
Florida
-$3.62K -88 Closed
FAM
1625
Flaharty Asset Management
Florida
-$2.84K -69 Closed