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Truist Financial

1,648 hedge funds and large institutions have $43.2B invested in Truist Financial in 2026 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 636 increasing their positions, 649 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 143

0% more 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: 636 | Existing positions reduced: 649

1% less funds holding

Funds holding: 1,6691,648 (-21)

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
1,648
Holders Change
-21
Holders Change %
-1.26%
% of All Funds
20.17%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
152
Increased
636
Reduced
649
Closed
143
Calls
$304M
Puts
$309M
Net Calls
-$5.41M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$10.6M -$12.5M -252,256 -52%
AB
252
Amalgamated Bank
New York
$10.5M -$495K -10,026 -4%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$10.5M +$548K +11,094 +5%
Teacher Retirement System of Texas
254
Teacher Retirement System of Texas
Texas
$10.5M -$202K -4,098 -2%
NA
255
NewEdge Advisors
Louisiana
$10.4M -$228K -4,620 -2%
MWM
256
Modera Wealth Management
New Jersey
$10.4M -$481K -9,734 -4%
CIBC World Market
257
CIBC World Market
Ontario, Canada
$10.4M +$2.02M +40,933 +22%
KAS
258
Kestra Advisory Services
Texas
$10.4M -$36.7K -742 -0.3%
DSA
259
Davis Selected Advisers
Arizona
$10.3M +$1.62M +32,752 +17%
P
260
PensionDanmark
Denmark
$10.3M -$452K -9,141 -4%
PA
261
Pinnacle Associates
New York
$10.3M -$3.57M -72,183 -24%
MSE
262
MUFG Securities EMEA
United Kingdom
$10.3M +$8.44M +170,814 +326%
HI
263
Horizon Investments
North Carolina
$10.2M +$335K +6,780 +3%
Ensign Peak Advisors
264
Ensign Peak Advisors
Utah
$10.1M +$1.88M +38,094 +21%
KBC Group
265
KBC Group
Belgium
$9.98M -$466K -9,434 -4%
Daiwa Securities Group
266
Daiwa Securities Group
Japan
$9.97M +$450K +9,112 +4%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$9.94M +$173K +3,508 +2%
X
268
Xponance
Pennsylvania
$9.85M +$1.37M +27,785 +15%
UIM
269
USS Investment Management
United Kingdom
$9.74M +$246K +4,988 +2%
M&T Bank
270
M&T Bank
New York
$9.6M +$1.28M +25,899 +14%
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$9.6M -$19.8M -401,171 -66%
CCMINC
272
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.59M +$18.8K +381 +0.2%
BEI
273
Benjamin Edwards Inc
Missouri
$9.45M +$1.6M +32,402 +19%
URS
274
Utah Retirement Systems
Utah
$9.44M -$385K -7,798 -4%
YIH
275
Y-Intercept (HK)
Hong Kong
$9.33M -$6.71M -135,695 -40%

TFC Hedge Fund Activity: Q1 2026 in Review

1,648 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2026, worth a combined $43.2B — down 8.4% from $47.2B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new TFC positions and 143 closed out — a net gain of 9 holders — while 636 added to existing stakes and 649 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $503M. The largest seller was Capital International Investors, cutting an estimated $1.18B.

  • 1,648 institutional investors held Truist Financial (TFC) as of Q1 2026, down from 1,669 in Q4 2025.
  • Funds reported $43.2B of Truist Financial stock for Q1 2026, down 8.4% quarter-over-quarter.
  • 152 funds opened new Truist Financial positions in Q1 2026 and 143 closed out, a net change of +9 holders.
  • The largest Truist Financial buyer in Q1 2026 was Capital Research Global Investors, an estimated $503M added.
  • The largest Truist Financial seller in Q1 2026 was Capital International Investors, an estimated $1.18B sold.

Based on aggregated 13F filings for Q1 2026.