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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
SOS
776
Silver Oak Securities
Tennessee
$860K
ECM
777
Evergreen Capital Management
Washington
$859K
VF
778
Virtu Financial
New York
$850K
TWC
779
TD Waterhouse Canada
Ontario, Canada
$841K
UCB
780
United Community Bank
South Carolina
$841K
BPWM
781
Badgley Phelps Wealth Managers
Washington
$838K
SSWM
782
Sheets Smith Wealth Management
North Carolina
$834K
SFI
783
Siemens Fonds Invest
Germany
$834K
CRI
784
Commonwealth Retirement Investments
Virginia
$825K
AAM
785
Advisors Asset Management
Colorado
$818K
NB
786
NBT Bank
New York
$815K
CCIA
787
Campbell & Co Investment Adviser
Maryland
$815K
WBC
788
Westpac Banking Corp
Australia
$813K
EFS
789
Essex Financial Services
Connecticut
$813K
JIG
790
Junk Investment Group
Maryland
$810K
CCM
791
Canal Capital Management
Virginia
$804K
CWA
792
Centennial Wealth Advisory
Michigan
$803K
PPWM
793
Paragon Private Wealth Management
Kentucky
$802K
LCWP
794
Legacy Capital Wealth Partners
Arkansas
$799K
BG
795
Bahl & Gaynor
Ohio
$798K
CRC
796
Curi RMB Capital
Illinois
$797K
GIA
797
Gateway Investment Advisers
Ohio
$797K
GS
798
GTS Securities
New York
$792K
LA
799
Legacy Advisors
Pennsylvania
$787K
WCAMG
800
Woodard & Company Asset Management Group
North Carolina
$787K