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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
RWM
976
Revisor Wealth Management
Ohio
$520K
AAM
977
Austin Asset Management
Texas
$520K
MFS
978
Mirabella Financial Services
United Kingdom
$520K
AWAP
979
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$517K
SH
980
SLT Holdings
Arizona
$514K
SW
981
SVB Wealth
Massachusetts
$510K
PWA
982
Pitcairn Wealth Advisors
Pennsylvania
$510K
LIM
983
Longfellow Investment Management
Massachusetts
$509K
GWA
984
Gratus Wealth Advisors
Virginia
$509K
CAM
985
Congress Asset Management
Massachusetts
$509K
CW
986
CreativeOne Wealth
Kansas
$508K
DA
987
Dover Advisors
Virginia
$507K
HR
988
Howe & Rusling
New York
$506K
DCM
989
Driehaus Capital Management
Illinois
$503K
NS
990
NBC Securities
Alabama
$502K
PCA
991
Pallas Capital Advisors
Massachusetts
$500K
CWS
992
Cypress Wealth Services
California
$500K
CT
993
Chicago Trust
Illinois
$499K
KFA
994
Kelleher Financial Advisors
New York
$497K
WT
995
Whittier Trust
California
$493K
EWM
996
Evercore Wealth Management
New York
$493K
KSB
997
Kennebec Savings Bank
Maine
$492K
RPGK
998
Retirement Planning Group (Kansas)
Kansas
$490K
TC
999
TwinBeech Capital
New York
$489K
SFS
1000
Sowell Financial Services
Arkansas
$488K