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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
MA
451
Montag & Associates
Georgia
$3M
UCFA
452
United Capital Financial Advisors
Texas
$3M
RWM
453
Ritholtz Wealth Management
New York
$2.98M
CNB
454
Camden National Bank
Maine
$2.98M
Allspring Global Investments
455
Allspring Global Investments
North Carolina
$2.97M
FVWA
456
Foster Victor Wealth Advisors
South Carolina
$2.96M
LSERS
457
Louisiana State Employees Retirement System
Louisiana
$2.96M
Envestnet Portfolio Solutions
458
Envestnet Portfolio Solutions
Illinois
$2.94M
MSRPS
459
Maryland State Retirement & Pension System
Maryland
$2.92M
Pacer Advisors
460
Pacer Advisors
Pennsylvania
$2.91M
CGPCS
461
Capital Group Private Client Services
California
$2.9M
AIM
462
Anchor Investment Management
South Carolina
$2.89M
AAIS
463
ABN AMRO Investment Solutions
$2.88M
HAG
464
HF Advisory Group
Maryland
$2.86M
SWP
465
Stratos Wealth Partners
Ohio
$2.86M
SB
466
Simmons Bank
Arkansas
$2.82M
LDB
467
Lee, Danner & Bass
Tennessee
$2.82M
VAS
468
Vestmark Advisory Solutions
Massachusetts
$2.81M
BSL
469
Blue Sparrow LLC
Delaware
$2.81M
PP
470
Patten & Patten
Tennessee
$2.8M
HIC
471
Holderness Investments Company
North Carolina
$2.79M
NAAA
472
New Age Alpha Advisors
New York
$2.77M
AWM
473
Apollon Wealth Management
South Carolina
$2.74M
UBG
474
United Bank (Georgia)
Georgia
$2.74M
MYIA
475
Mount Yale Investment Advisors
Colorado
$2.74M