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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$304M
Puts
$309M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$6.3M
NAM
327
NTV Asset Management
West Virginia
$6.27M
CS
328
Candriam SCA
Luxembourg
$6.24M
Credit Agricole
329
Credit Agricole
France
$6.2M
OIAM
330
OFI Invest Asset Management
France
$6.18M
SPIA
331
Steward Partners Investment Advisory
New York
$6.17M
MOACM
332
Mutual of America Capital Management
New York
$6.17M
SM
333
Sciencast Management
New Jersey
$6.17M
UCMOK
334
United Capital Management of KS
Kansas
$6.12M
OAM
335
OP Asset Management
$6.09M
HWM
336
HB Wealth Management
Georgia
$6.06M
SI
337
Stephens Inc
Arkansas
$6.04M
ITC
338
Inspire Trust Company
Nevada
$6.02M
HCM
339
Hilton Capital Management
New York
$6.01M
RIP
340
Rhino Investment Partners
Pennsylvania
$5.89M
HPG
341
Harvest Portfolios Group
Ontario, Canada
$5.81M
LW
342
Linscomb Wealth
Texas
$5.8M
AI
343
Atria Investments
North Carolina
$5.77M
SOADOR
344
State of Alaska Department of Revenue
Alaska
$5.75M
ABC
345
Associated Banc-Corp
Wisconsin
$5.71M
TAM
346
Tocqueville Asset Management
New York
$5.69M
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$5.66M
OIA
348
OneDigital Investment Advisors
Kansas
$5.63M
BA
349
Baugh & Associates
Georgia
$5.62M
WCM
350
Whitener Capital Management
North Carolina
$5.54M