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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
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
$600K
PA
927
Profund Advisors
Maryland
$598K
TRCT
928
Tower Research Capital (TRC)
New York
$597K
ERSOT
929
Employees Retirement System of Texas
Texas
$595K
HBW
930
Hazlett, Burt & Watson
West Virginia
$593K
SPC
931
Sigma Planning Corp
Michigan
$593K
VA
932
VestGen Advisors
Illinois
$589K
PR
933
Payden & Rygel
California
$588K
WAAG
934
Wealth Alliance Advisory Group
Kansas
$586K
PCMNC
935
Piedmont Capital Management (North Carolina)
North Carolina
$584K
PFBT
936
Parkside Financial Bank & Trust
Missouri
$580K
WFM
937
Wolff Financial Management
Michigan
$577K
HPM
938
Hoxton Planning & Management
West Virginia
$575K
MFT
939
Moisand Fitzgerald Tamayo
Florida
$574K
LIM
940
Leavell Investment Management
Alabama
$574K
LOPW
941
Live Oak Private Wealth
North Carolina
$572K
CI
942
CX Institutional
Indiana
$572K
AWM
943
Aprio Wealth Management
Georgia
$570K
WC
944
Westhampton Capital
North Carolina
$566K
TC
945
Tannin Capital
North Carolina
$565K
CIC
946
Crawford Investment Counsel
Georgia
$565K
HFM
947
Hartford Funds Management
Pennsylvania
$560K
USCWA
948
U.S. Capital Wealth Advisors
Texas
$560K
EAM
949
Erste Asset Management
Austria
$559K
SFP
950
Shepherd Financial Partners
Massachusetts
$557K