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Truist Financial

1,555 hedge funds and large institutions have $43.3B invested in Truist Financial in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 623 increasing their positions, 578 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,555
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 +$465M
2 +$129M
3 +$118M
4
ACL
Azora Capital LP
Florida
+$114M
5
Millennium Management
Millennium Management
New York
+$113M

Top Sellers

1 -$234M
2 -$200M
3 -$168M
4
UBS AM
UBS AM
Illinois
-$136M
5
Prudential Financial
Prudential Financial
New Jersey
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
WFM
926
Wolff Financial Management
Michigan
$574K
OAM
927
Oxford Asset Management
United Kingdom
$574K
MCWS
928
McKinley Carter Wealth Services
West Virginia
$573K
FWP
929
Forefront Wealth Partners
Texas
$573K
LOPW
930
Live Oak Private Wealth
North Carolina
$569K
RA
931
Ransom Advisory
Rhode Island
$568K
CP
932
CenterBook Partners
Connecticut
$567K
AMIM
933
Aull & Monroe Investment Management
Alabama
$564K
TIM
934
Thompson Investment Management
Wisconsin
$561K
CI
935
CX Institutional
Indiana
$561K
FM
936
Foster & Motley
Ohio
$560K
FMII
937
Farmers & Merchants Investments Inc
Nebraska
$560K
CW
938
Code Waechter
Florida
$557K
SMA
939
Sage Mountain Advisors
Georgia
$556K
LCM
940
Laurion Capital Management
New York
$553K
EWM
941
Evercore Wealth Management
New York
$547K
VWM
942
Venturi Wealth Management
Texas
$547K
MGIA
943
Moneta Group Investment Advisors
Missouri
$545K
SFP
944
Shepherd Financial Partners
Massachusetts
$545K
MMPW
945
Mitchell McLeod Pugh & Williams
Alabama
$543K
GWA
946
Gratus Wealth Advisors
Virginia
$541K
HNB
947
Hilltop National Bank
Wyoming
$541K
HIMC
948
Heritage Investors Management Corp
Maryland
$538K
AIP
949
Ameritas Investment Partners
Nebraska
$537K
EHWM
950
Eads & Heald Wealth Management
Georgia
$534K