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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
WCA
901
Westover Capital Advisors
Delaware
$635K
LA
902
LexAurum Advisors
Kansas
$634K
PPC
903
Park Place Capital
Alabama
$632K
RPC
904
Rossmore Private Capital
Connecticut
$631K
MMPW
905
Mitchell McLeod Pugh & Williams
Alabama
$629K
AFP
906
Ausdal Financial Partners
Iowa
$629K
TFA
907
Transamerica Financial Advisors
Florida
$626K
BCV
908
Banque Cantonale Vaudoise
Switzerland
$623K
PWM
909
Pines Wealth Management
North Carolina
$622K
FOFP
910
Fee-Only Financial Planning
South Carolina
$621K
AGWCA
911
Annis Gardner Whiting Capital Advisors
Florida
$621K
EIA
912
Eastover Investment Advisors
North Carolina
$620K
APC
913
Aspire Private Capital
North Carolina
$620K
AIC
914
Archer Investment Corporation
Indiana
$617K
FWP
915
Forefront Wealth Partners
Texas
$616K
VWM
916
Venturi Wealth Management
Texas
$616K
MIF
917
Mediolanum International Funds
Ireland
$615K
ACP
918
Aviance Capital Partners
Florida
$613K
IB
919
Intrust Bank
Kansas
$612K
FMI
920
F/M Investments
District of Columbia
$612K
AWM
921
Adams Wealth Management
Utah
$611K
VP
922
Verum Partners
North Carolina
$605K
LCGC
923
Legacy Capital Group California
California
$605K
HCMT
924
Highland Capital Management (Tennessee)
Tennessee
$604K
HIMC
925
Heritage Investors Management Corp
Maryland
$603K