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Truist Financial

1,538 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
1,538
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
SIC
1501
SJS Investment Consulting
Ohio
$3.3K
BHWM
1502
Bay Harbor Wealth Management
Maryland
$3.25K
TIM
1503
Tortoise Investment Management
New York
$2.97K
BHWM
1504
Beaird Harris Wealth Management
Texas
$2.88K
FWM
1505
FSA Wealth Management
Massachusetts
$2.83K
LWMI
1506
Legacy Wealth Management (Idaho)
Idaho
$2.7K
FFA
1507
Frazier Financial Advisors
Ohio
$2.7K
WWA
1508
Wealth Watch Advisors
Colorado
$2.47K
AIA
1509
Aventus Investment Advisors
Florida
$2.29K
CAC
1510
Core Alternative Capital
Georgia
$2.29K
RWM
1511
RMG Wealth Management
Wisconsin
$2.21K
GA
1512
Guerra Advisors
Florida
$2.1K
WW
1513
Winnow Wealth
Texas
$1.89K
EWP
1514
Elevation Wealth Partners
California
$1.83K
Q1WB
1515
Quest 10 Wealth Builders
Virginia
$1.71K
TCB
1516
Texas Capital Bancshares
Texas
$1.69K
DAL
1517
Delta Accumulation LLC
California
$1.67K
QWM
1518
Quaker Wealth Management
New Jersey
$1.65K
EWM
1519
Evolution Wealth Management
Florida
$1.51K
TFM
1520
TFC Financial Management
Massachusetts
$1.42K
WA
1521
WestEnd Advisors
North Carolina
$1.33K
HIA
1522
HFM Investment Advisors
New Jersey
$1.33K
FNWA
1523
Financial Network Wealth Advisors
Utah
$1.19K
MAS
1524
MPWM Advisory Solutions
Georgia
$1.1K
HFM
1525
Harvest Fund Management
China
$1K