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Truist Financial

1,639 hedge funds and large institutions have $43.2B invested in Truist Financial in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 635 increasing their positions, 647 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 142

0% less ownership

Funds ownership: 75.24%75.24% (-0%)

2% less call options, than puts

Call options by funds: $304M | Put options by funds: $309M

2% less repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 647

2% less funds holding

Funds holding: 1,6661,639 (-27)

8% less capital invested

Capital invested by funds: $47.2B → $43.2B (-$3.99B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
1,639
Holders Change
-27
Holders Change %
-1.62%
% of All Funds
20.19%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
149
Increased
635
Reduced
647
Closed
142
Calls
$304M
Puts
$309M
Net Calls
-$5.41M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.52B +$15.6M +315,082 +0.3%
Capital International Investors
2
Capital International Investors
California
$3.88B -$1.18B -23,845,227 -22%
VCM
3
Vanguard Capital Management
Pennsylvania
$3.75B +$4.03B +81,496,408 New
State Street
4
State Street
Massachusetts
$2.68B -$54.5M -1,103,311 -2%
Bank of America
5
Bank of America
North Carolina
$1.74B -$23.9M -484,471 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.46B +$144M +2,914,820 +10%
Victory Capital Management
7
Victory Capital Management
Texas
$1.24B -$248M -5,027,944 -16%
VPM
8
Vanguard Portfolio Management
Pennsylvania
$1.11B +$1.19B +24,096,665 New
Morgan Stanley
9
Morgan Stanley
New York
$993M +$32.9M +666,694 +3%
Charles Schwab
10
Charles Schwab
California
$815M +$6.03M +121,967 +0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$734M -$207M -4,194,090 -21%
Invesco
12
Invesco
Georgia
$654M +$7.66M +154,991 +1%
Northern Trust
13
Northern Trust
Illinois
$583M -$18.5M -373,477 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$519M +$39M +789,179 +8%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$489M -$62.2M -1,258,613 -11%
Federated Hermes
16
Federated Hermes
Pennsylvania
$476M -$10.2M -205,486 -2%
DAM
17
Diamant Asset Management
Connecticut
$472M +$21.9M +442,267 +1,468%
Goldman Sachs
18
Goldman Sachs
New York
$470M +$137M +2,781,465 +37%
Capital Research Global Investors
19
Capital Research Global Investors
California
$467M +$503M +10,174,835 New
UBS AM
20
UBS AM
Illinois
$419M +$3.13M +63,434 +0.7%
American Century Companies
21
American Century Companies
Missouri
$411M -$48.8M -987,240 -10%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$396M +$8.11M +164,052 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$359M -$6.78M -137,299 -2%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$346M +$34.3M +693,680 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$334M -$27.9M -565,053 -7%