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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
TAM
876
Trust Asset Management
Texas
$678K
CW
877
Code Waechter
Florida
$678K
AWMS
878
Advocacy Wealth Management Services
Georgia
$677K
SLI
879
Sumitomo Life Insurance
Japan
$677K
3IP
880
3Chopt Investment Partners
Virginia
$675K
FDS
881
First Dallas Securities
Texas
$674K
HBT
882
Hills Bank & Trust
Iowa
$673K
IWM
883
IHT Wealth Management
Illinois
$672K
AW
884
Alteri Wealth
California
$666K
TYCC
885
Texas Yale Capital Corp
Florida
$662K
PCM
886
Princeton Capital Management
New Jersey
$661K
FCCM
887
First City Capital Management
Georgia
$660K
1IA
888
1620 Investment Advisors
Massachusetts
$659K
MMHP
889
Murphy Middleton Hinkle & Parker
Georgia
$654K
LA
890
LVW Advisors
New York
$651K
AMIM
891
Aull & Monroe Investment Management
Alabama
$650K
CAM
892
Cidel Asset Management
Ontario, Canada
$650K
ZCP
893
Z3 Capital Partners
Virginia
$645K
HNB
894
Hilltop National Bank
Wyoming
$645K
CIC
895
Chilton Investment Company
Connecticut
$641K
UCI
896
Uncommon Cents Investing
Wisconsin
$639K
KA
897
Klingman & Associates
New York
$639K
PH
898
Pinnacle Holdings
Oklahoma
$638K
SC
899
Syon Capital
California
$636K
SW
900
Simplicity Wealth
New Jersey
$636K