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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
PA
1251
PFW Advisors
Georgia
$226K
TCWM
1252
Total Clarity Wealth Management
Illinois
$225K
CCA
1253
Childress Capital Advisors
Texas
$225K
YCG
1254
Yeomans Consulting Group
Georgia
$223K
RMDI
1255
R.M. Davis Inc
Maine
$222K
LWM
1256
LongView Wealth Management
Georgia
$221K
NAM
1257
NorthCrest Asset Manangement
Minnesota
$218K
CC
1258
Chicago Capital
Illinois
$218K
IIC
1259
Integrated Investment Consultants
Michigan
$217K
BG
1260
Bollard Group
Massachusetts
$217K
KFS
1261
Keynote Financial Services
Connecticut
$217K
BWFA
1262
Baltimore-Washington Financial Advisors
Maryland
$217K
SCP
1263
Sandhill Capital Partners
New York
$217K
CS
1264
Capital Square
Tennessee
$216K
FFWM
1265
Future Financial Wealth Management
Ohio
$215K
TW
1266
TritonPoint Wealth
Maryland
$215K
AW
1267
Alaethes Wealth
Nevada
$215K
CFP
1268
Catalyst Financial Partners
Massachusetts
$214K
IA
1269
Invested Advisors
Pennsylvania
$214K
LAS
1270
Lloyd Advisory Services
Georgia
$213K
BFS
1271
Bradley Foster & Sargent
Connecticut
$212K
WWC
1272
Waypoint Wealth Counsel
Georgia
$212K
SIS
1273
Sound Income Strategies
Florida
$212K
PFA
1274
Pathway Financial Advisors
Vermont
$212K
NF
1275
Nikulski Financial
Iowa
$210K