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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
USCWA
1001
U.S. Capital Wealth Advisors
Texas
$469K
PHWM
1002
Pine Harbor Wealth Management
Maryland
$467K
CI Investments Inc
1003
CI Investments Inc
Ontario, Canada
$466K
EAM
1004
Erste Asset Management
Austria
$466K
BCWM
1005
Bartlett & Co Wealth Management
Ohio
$465K
HR
1006
Hardy Reed
Mississippi
$465K
CT
1007
Chicago Trust
Illinois
$464K
CCWM
1008
Cassaday & Co Wealth Management
Virginia
$462K
PCA
1009
Pallas Capital Advisors
Massachusetts
$461K
PIMG
1010
Patriot Investment Management Group
Tennessee
$461K
THCM
1011
Taylor Hoffman Capital Management
Virginia
$460K
BS
1012
Banco Santander
Spain
$458K
WCA
1013
Westover Capital Advisors
Delaware
$458K
AAI
1014
American Assets Inc
California
$457K
BCM
1015
Bayesian Capital Management
New York
$457K
NB
1016
Nicolet Bankshares
Wisconsin
$457K
WIC
1017
Wilkins Investment Counsel
Massachusetts
$456K
ALAM
1018
Asahi Life Asset Management
Japan
$452K
PWP
1019
Phillips Wealth Planners
Mississippi
$451K
WC
1020
Whitney & Co
New York
$449K
SFGP
1021
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$449K
TCA
1022
Transcend Capital Advisors
New Jersey
$449K
GIA
1023
Guyasuta Investment Advisors
Pennsylvania
$447K
SAA
1024
Southeast Asset Advisors
Georgia
$446K
CFGW
1025
Chancellor Financial Group WB
Pennsylvania
$446K