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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
WI
826
WBI Investments
New Jersey
$753K
PL
827
Perpetual Ltd
Australia
$753K
HH
828
Hilltop Holdings
Texas
$749K
FSA
829
Franklin Street Advisors
North Carolina
$748K
DCM
830
Dudley Capital Management
Virginia
$747K
SW
831
SteelPeak Wealth
California
$740K
PVI
832
Pine Valley Investments
New Jersey
$739K
PWM
833
Perigon Wealth Management
California
$739K
MG
834
Mather Group
Illinois
$738K
WWA
835
WCG Wealth Advisors
Nevada
$737K
MWM
836
Modern Wealth Management
Kansas
$736K
TC
837
TownSquare Capital
Utah
$736K
CPSAC
838
Chas P. Smith & Associates (CPS)
Florida
$736K
GF
839
Gabelli Funds
New York
$736K
FMI
840
Frec Markets Inc
California
$734K
FCA
841
FLC Capital Advisors
California
$729K
YP
842
YANKCOM Partnership
South Dakota
$728K
GM
843
GeoWealth Management
Illinois
$727K
SA
844
Strategic Advisors
New York
$724K
KP
845
Keel Point
Alabama
$721K
PCIA
846
Prime Capital Investment Advisors
Kansas
$719K
AWM
847
Atticus Wealth Management
Florida
$719K
I
848
INVST
Indiana
$717K
TCBWMS
849
Texas Capital Bank Wealth Management Services
Texas
$716K
IAIM
850
International Assets Investment Management
Florida
$714K