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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
PCG
801
Prosperity Consulting Group
Maryland
$785K
PIFP
802
Partners in Financial Planning
Virginia
$785K
PT
803
Plimoth Trust
Massachusetts
$784K
VFA
804
Valeo Financial Advisors
Indiana
$784K
HPC
805
HM Payson & Co
Maine
$784K
VanEck Associates
806
VanEck Associates
New York
$783K
EWA
807
EverSource Wealth Advisors
Alabama
$783K
IWA
808
Inspirion Wealth Advisors
Illinois
$781K
JSSH
809
J. Safra Sarasin Holding
$779K
SSWM
810
Smith Salley Wealth Management
North Carolina
$779K
NGA
811
Naples Global Advisors
Florida
$778K
CHC
812
City Holding Co
West Virginia
$776K
CWP
813
Cyndeo Wealth Partners
Florida
$776K
WC
814
Waterloo Capital
Texas
$774K
SC
815
SummitTX Capital
Texas
$774K
BFIM
816
Beese Fulmer Investment Management
Ohio
$774K
CFB
817
Cullen/Frost Bankers
Texas
$771K
LWAM
818
Legacy Wealth Asset Management
Minnesota
$771K
MW
819
MBL Wealth
North Carolina
$768K
LCM
820
Landscape Capital Management
New Jersey
$766K
PPWP
821
Premier Path Wealth Partners
New Jersey
$765K
AWA
822
Aaron Wealth Advisors
Illinois
$765K
AWA
823
Adapt Wealth Advisors
Georgia
$763K
HI
824
Harbour Investments
Wisconsin
$757K
MNBTD
825
Moody National Bank Trust Division
Texas
$757K