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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
MAG
851
Mayfair Advisory Group
Alabama
$712K
RWM
852
Riverbend Wealth Management
South Carolina
$712K
WCM
853
Washington Capital Management
Washington
$709K
FWA
854
FSM Wealth Advisors
Ohio
$709K
TCM
855
Teza Capital Management
Illinois
$709K
FHC
856
First Horizon Corporation
Tennessee
$708K
XSC
857
X-Square Capital
Puerto Rico
$705K
CNTOF
858
Canandaigua National Trust of Florida
New York
$701K
IAS
859
Insigneo Advisory Services
Florida
$698K
PCM
860
Polymer Capital Management
New York
$697K
EW
861
Evoke Wealth
California
$696K
CPWA
862
Cerro Pacific Wealth Advisors
California
$694K
VAM
863
Virtue Asset Management
Illinois
$693K
PCM
864
PAR Capital Management
Massachusetts
$690K
BB
865
Busey Bank
Illinois
$689K
Vontobel Holding
866
Vontobel Holding
Switzerland
$688K
ISL
867
Ingalls & Snyder LLC
New York
$686K
CAS
868
CTC Alternative Strategies
Illinois
$685K
IWA
869
Icon Wealth Advisors
Texas
$684K
WPC
870
Wedmont Private Capital
Pennsylvania
$684K
CWM
871
Centurion Wealth Management
Virginia
$683K
PAM
872
Panagora Asset Management
Massachusetts
$680K
BHBT
873
Burke & Herbert Bank & Trust
Virginia
$680K
SVWAG
874
Sound View Wealth Advisors Group
Georgia
$678K
RWM
875
RKL Wealth Management
Pennsylvania
$678K