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Truist Financial

1,554 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
1,554
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
CWM
1501
Crowley Wealth Management
Delaware
$4.85K
HHGA
1502
Halbert Hargrove Global Advisors
California
$4.8K
PA
1503
Pineridge Advisors
Missouri
$4.57K
DPW
1504
DiNuzzo Private Wealth
Pennsylvania
$4.36K
NWM
1505
Nova Wealth Management
Florida
$4.09K
CWP
1506
Clark Wealth Partners
Illinois
$4.04K
DIP
1507
DT Investment Partners
Pennsylvania
$4.02K
CCM
1508
Cloud Capital Management
Washington
$4K
BDPWM
1509
Barnes Dennig Private Wealth Management
Ohio
$3.89K
NC
1510
North Capital
Utah
$3.89K
AA
1511
Addison Advisors
Vermont
$3.7K
CTWM
1512
Cherry Tree Wealth Management
Minnesota
$3.57K
TCA
1513
Trifecta Capital Advisors
Illinois
$3.48K
NL
1514
NVWM LLC
Pennsylvania
$3.33K
SIC
1515
SJS Investment Consulting
Ohio
$3.3K
BHWM
1516
Bay Harbor Wealth Management
Maryland
$3.25K
TIM
1517
Tortoise Investment Management
New York
$2.97K
BHWM
1518
Beaird Harris Wealth Management
Texas
$2.88K
FWM
1519
FSA Wealth Management
Massachusetts
$2.83K
FFA
1520
Frazier Financial Advisors
Ohio
$2.7K
LWMI
1521
Legacy Wealth Management (Idaho)
Idaho
$2.7K
WWA
1522
Wealth Watch Advisors
Colorado
$2.47K
CAC
1523
Core Alternative Capital
Georgia
$2.29K
AIA
1524
Aventus Investment Advisors
Florida
$2.29K
RWM
1525
RMG Wealth Management
Wisconsin
$2.21K