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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
CIA
1026
Cape Investment Advisory
Georgia
$457K
CFGW
1027
Chancellor Financial Group WB
Pennsylvania
$455K
FFO
1028
Fiduciary Family Office
Florida
$450K
WC
1029
Whitney & Co
New York
$449K
SAA
1030
Southeast Asset Advisors
Georgia
$449K
RFG
1031
RFP Financial Group
Georgia
$449K
HR
1032
Hardy Reed
Mississippi
$448K
SFGP
1033
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$448K
APG
1034
Abacus Planning Group
South Carolina
$448K
PWP
1035
Phillips Wealth Planners
Mississippi
$446K
WSA
1036
Wealth Science Advisors
Georgia
$444K
Fisher Asset Management
1037
Fisher Asset Management
Washington
$443K
NL
1038
NWAM LLC
Washington
$443K
TPA
1039
Trivium Point Advisory
Connecticut
$443K
BFW
1040
Brady Family Wealth
Missouri
$440K
VDI
1041
Vaughan David Investments
Illinois
$440K
CFM
1042
Catalyst Funds Management
Australia
$439K
AAS
1043
Ameritas Advisory Services
Nebraska
$439K
CFMC
1044
Curbstone Financial Management Corp
New Hampshire
$439K
WP
1045
Waycross Partners
Kentucky
$438K
BPW
1046
Bingham Private Wealth
California
$437K
AL
1047
Aspiriant LLC
California
$435K
PWPS
1048
Pinnacle Wealth Planning Services
Ohio
$435K
CP
1049
Castleview Partners
Texas
$434K
VNA
1050
Valley National Advisers
Pennsylvania
$434K