TFC icon

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
DPW
1476
DiNuzzo Private Wealth
Pennsylvania
$4.36K
NWM
1477
Nova Wealth Management
Florida
$4.09K
DIP
1478
DT Investment Partners
Pennsylvania
$4.02K
CCM
1479
Cloud Capital Management
Washington
$4K
BDPWM
1480
Barnes Dennig Private Wealth Management
Ohio
$3.89K
NC
1481
North Capital
Utah
$3.89K
AA
1482
Addison Advisors
Vermont
$3.7K
CTWM
1483
Cherry Tree Wealth Management
Minnesota
$3.57K
TCA
1484
Trifecta Capital Advisors
Illinois
$3.48K
NL
1485
NVWM LLC
Pennsylvania
$3.33K
SIC
1486
SJS Investment Consulting
Ohio
$3.3K
BHWM
1487
Bay Harbor Wealth Management
Maryland
$3.25K
TIM
1488
Tortoise Investment Management
New York
$2.97K
BHWM
1489
Beaird Harris Wealth Management
Texas
$2.88K
FWM
1490
FSA Wealth Management
Massachusetts
$2.83K
FFA
1491
Frazier Financial Advisors
Ohio
$2.7K
LWMI
1492
Legacy Wealth Management (Idaho)
Idaho
$2.7K
WWA
1493
Wealth Watch Advisors
Colorado
$2.47K
CAC
1494
Core Alternative Capital
Georgia
$2.29K
AIA
1495
Aventus Investment Advisors
Florida
$2.29K
RWM
1496
RMG Wealth Management
Wisconsin
$2.21K
GA
1497
Guerra Advisors
Florida
$2.1K
WW
1498
Winnow Wealth
Texas
$1.89K
EWP
1499
Elevation Wealth Partners
California
$1.83K
Q1WB
1500
Quest 10 Wealth Builders
Virginia
$1.71K