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Truist Financial

1,522 hedge funds and large institutions have $43.2B invested in Truist Financial in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 608 increasing their positions, 568 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$518M
Puts
$393M
Net Calls
Net Calls Change

Top Buyers

1 +$471M
2 +$131M
3 +$120M
4
ACL
Azora Capital LP
Florida
+$115M
5
Millennium Management
Millennium Management
New York
+$115M

Top Sellers

1 -$237M
2 -$203M
3 -$170M
4
UBS AM
UBS AM
Illinois
-$138M
5
Prudential Financial
Prudential Financial
New Jersey
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
926
Evercore Wealth Management
New York
$547K
VWM
927
Venturi Wealth Management
Texas
$547K
MGIA
928
Moneta Group Investment Advisors
Missouri
$545K
SFP
929
Shepherd Financial Partners
Massachusetts
$545K
MMPW
930
Mitchell McLeod Pugh & Williams
Alabama
$543K
GWA
931
Gratus Wealth Advisors
Virginia
$541K
HNB
932
Hilltop National Bank
Wyoming
$541K
HIMC
933
Heritage Investors Management Corp
Maryland
$538K
AIP
934
Ameritas Investment Partners
Nebraska
$537K
EHWM
935
Eads & Heald Wealth Management
Georgia
$534K
AWM
936
Adams Wealth Management
Utah
$534K
CI
937
CacheTech Inc
Utah
$534K
CCT
938
Chemung Canal Trust
New York
$533K
SWM
939
Sculati Wealth Management
Michigan
$533K
CANC
940
Culbertson A N & Co
Virginia
$532K
PFBT
941
Parkside Financial Bank & Trust
Missouri
$531K
HIP
942
HUB Investment Partners
Texas
$527K
SW
943
Simplicity Wealth
New Jersey
$524K
ECM
944
Evergreen Capital Management
Washington
$524K
LI
945
LifeWealth Investments
Florida
$523K
HSA
946
HBK Sorce Advisory
Pennsylvania
$522K
CAM
947
Cidel Asset Management
Ontario, Canada
$522K
PWM
948
Perigon Wealth Management
California
$521K
NSIM
949
North Star Investment Management
Illinois
$519K
TBA
950
Tower Bridge Advisors
Pennsylvania
$516K