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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
LFA
751
Legacy Financial Advisors
Kentucky
$928K
TFA
752
Toth Financial Advisory
Virginia
$927K
UB
753
UMB Bank
Missouri
$923K
CL
754
CSS LLC
Illinois
$922K
RWB
755
RMR Wealth Builders
New Jersey
$921K
WF
756
Welch & Forbes
Massachusetts
$919K
SAI
757
Savvy Advisors Inc
New York
$912K
LCM
758
Leisure Capital Management
California
$906K
SIM
759
Sterling Investment Management
Arizona
$905K
CA
760
Carson Advisory
Georgia
$901K
TSWM
761
Triangle Securities Wealth Management
North Carolina
$897K
WG
762
Wealth Group
North Carolina
$896K
EWA
763
EP Wealth Advisors
California
$896K
TAM
764
Todd Asset Management
Kentucky
$895K
OFG
765
OmniStar Financial Group
North Carolina
$894K
NC
766
NewSquare Capital
Pennsylvania
$892K
WPA
767
West Paces Advisors
Georgia
$889K
FCM
768
Fourpath Capital Management
Oklahoma
$887K
IP
769
Ignite Planners
California
$882K
Dodge & Cox
770
Dodge & Cox
California
$880K
ECA
771
Elevated Capital Advisors
Utah
$880K
CA
772
Cornerstone Advisory
Maryland
$867K
DWA
773
Douglass Winthrop Advisors
New York
$867K
PTC
774
Private Trust Company
Ohio
$861K
TTWM
775
TCV Trust & Wealth Management
Virginia
$860K