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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
FG
1001
Fiduciary Group
Georgia
$487K
CPIG
1002
Chicago Partners Investment Group
Illinois
$483K
FCB
1003
First County Bank
Connecticut
$483K
KMWM
1004
Keudell/Morrison Wealth Management
Oregon
$482K
KFGK
1005
Keystone Financial Group (Kentucky)
Kentucky
$481K
EC
1006
EntryPoint Capital
New York
$474K
BWP
1007
BSW Wealth Partners
Colorado
$472K
SP
1008
Successful Portfolios
Florida
$471K
CF
1009
Centaurus Financial
California
$471K
SF
1010
Symphony Financial
Texas
$470K
PHWM
1011
Pine Harbor Wealth Management
Maryland
$469K
TBA
1012
Tower Bridge Advisors
Pennsylvania
$468K
FMN
1013
Financial Management Network
California
$468K
MAV
1014
Mason & Associates (Virginia)
Virginia
$466K
WIS
1015
Wright Investors Service
Connecticut
$465K
SIP
1016
Stoneridge Investment Partners
Pennsylvania
$463K
AT
1017
Avalon Trust
New Mexico
$463K
GA
1018
Greenspring Advisors
Maryland
$462K
CCWM
1019
Cassaday & Co Wealth Management
Virginia
$460K
THCM
1020
Taylor Hoffman Capital Management
Virginia
$460K
AAI
1021
American Assets Inc
California
$460K
HSA
1022
HBK Sorce Advisory
Pennsylvania
$459K
WIC
1023
Wilkins Investment Counsel
Massachusetts
$459K
NHT
1024
New Hampshire Trust
New Hampshire
$457K
VA
1025
Valmark Advisers
Ohio
$457K