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Truist Financial

1,539 hedge funds and large institutions have $43.3B invested in Truist Financial in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 615 increasing their positions, 575 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
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
WP
1026
Waycross Partners
Kentucky
$435K
AL
1027
Aspiriant LLC
California
$434K
TPA
1028
Trivium Point Advisory
Connecticut
$434K
CWM
1029
Calamos Wealth Management
Illinois
$433K
EI
1030
Ellevest Inc
New York
$431K
RF
1031
Roxbury Financial
New Jersey
$431K
LA
1032
LVW Advisors
New York
$430K
TFA
1033
Toth Financial Advisory
Virginia
$429K
CFSG
1034
Clark Financial Services Group
Missouri
$429K
GRQ
1035
Gardner Russo & Quinn
Pennsylvania
$428K
GIP
1036
Greatmark Investment Partners
Georgia
$426K
MYLI
1037
Meiji Yasuda Life Insurance
Japan
$425K
MIM
1038
MTM Investment Management
South Carolina
$425K
GFA
1039
Gallagher Fiduciary Advisors
Illinois
$424K
CCG
1040
Cypress Capital Group
Florida
$421K
MSFS
1041
Main Street Financial Solutions
Pennsylvania
$418K
HWA
1042
HHM Wealth Advisors
Tennessee
$418K
PL
1043
Parthenon LLC
Kentucky
$417K
MAMU
1044
Myriad Asset Management US
Florida
$417K
EHC
1045
Everett Harris & Co
California
$415K
TF
1046
Tompkins Financial
New York
$413K
HCM
1047
Howard Capital Management
Georgia
$412K
MWA
1048
Midland Wealth Advisors
Illinois
$412K
FMN
1049
Financial Management Network
California
$411K
PWPS
1050
Pinnacle Wealth Planning Services
Ohio
$411K