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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
ACM
501
Argyle Capital Management
Pennsylvania
$2.37M
GLLW
502
Graves Light Lenhart Wealth
Virginia
$2.36M
DADC
503
D.A. Davidson & Co
Montana
$2.36M
PIWA
504
Prevail Innovative Wealth Advisors
Kansas
$2.35M
DEM
505
Disciplined Equity Management
Florida
$2.33M
OHWP
506
Oak Harbor Wealth Partners
North Carolina
$2.33M
FNT
507
First National Trust
Pennsylvania
$2.32M
CIA
508
Capital Investment Advisors
Georgia
$2.3M
PS
509
Principal Securities
Iowa
$2.29M
CAMG
510
CWA Asset Management Group
Florida
$2.26M
IWC
511
Integrated Wealth Concepts
Massachusetts
$2.24M
BWA
512
BlueChip Wealth Advisors
Georgia
$2.24M
AAF
513
Andra AP-fonden
Sweden
$2.24M
NERM
514
New England Research & Management
Illinois
$2.24M
JWCA
515
J.W. Cole Advisors
Florida
$2.23M
FNB
516
Farmers National Bank
Kentucky
$2.23M
ECM
517
Everence Capital Management
Indiana
$2.2M
IWA
518
IVC Wealth Advisors
Pennsylvania
$2.2M
SC
519
Savant Capital
Illinois
$2.19M
MIM
520
Morningstar Investment Management
Illinois
$2.18M
KRS
521
Kentucky Retirement Systems
Kentucky
$2.17M
SCB
522
Saudi Central Bank
Saudi Arabia
$2.17M
AC
523
Apella Capital
Connecticut
$2.16M
GIA
524
GHP Investment Advisors
Colorado
$2.16M
CA
525
Commerzbank Aktiengesellschaft
Germany
$2.15M