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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
CWMS
1601
Cannon Wealth Management Services
North Carolina
MAM
1602
Madison Asset Management
Wisconsin
CPC
1603
Consolidated Planning Corp
Georgia
SHFA
1604
SC&H Financial Advisors
Maryland
1W
1605
1776 Wealth
Georgia
NWAG
1606
Net Worth Advisory Group
Utah
GSWA
1607
Good Steward Wealth Advisors
Tennessee
GCP
1608
GSA Capital Partners
United Kingdom
NAMP
1609
NorthStar Asset Management (Pennsylvania)
Pennsylvania
CCAL
1610
City Center Advisors LLC
Michigan
HFRG
1611
Houlihan Financial Resource Group
Virginia
AC
1612
Avestar Capital
New York
CWM
1613
CarsonAllaria Wealth Management
Illinois
IMC
1614
Investment Management Corporation
Virginia
CCM
1615
Carderock Capital Management
Maryland
KWM
1616
Kiker Wealth Management
Georgia
HT
1617
Headlands Technologies
Illinois
CM
1618
Capula Management
Cayman Islands
BCMLT
1619
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
1620
Twin Peaks Wealth Advisors
California
Optiver Holding
1621
Optiver Holding
Netherlands
SO
1622
Sierra Ocean
California
OWA
1623
Opal Wealth Advisors
New York
CA
1624
Crewe Advisors
Utah
OW
1625
Olistico Wealth
Oklahoma