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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
TPI
1051
Trust Point Inc
Wisconsin
$432K
BCWM
1052
Bartlett & Co Wealth Management
Ohio
$431K
BFO
1053
Biltmore Family Office
North Carolina
$431K
GIP
1054
Greatmark Investment Partners
Georgia
$430K
EWA
1055
Exencial Wealth Advisors
Oklahoma
$428K
CWM
1056
Calamos Wealth Management
Illinois
$425K
Calamos Advisors
1057
Calamos Advisors
Illinois
$425K
BS
1058
Banco Santander
Spain
$425K
CC
1059
Clearwave Capital
California
$425K
OP
1060
Oslo Pensjonsforsikring
$424K
MIM
1061
MTM Investment Management
South Carolina
$424K
BA
1062
Ballew Advisors
Mississippi
$420K
LF
1063
Lansforsakringar Fondforvaltning
Sweden
$419K
PL
1064
Parthenon LLC
Kentucky
$419K
CCG
1065
Cypress Capital Group
Florida
$417K
EHC
1066
Everett Harris & Co
California
$417K
PIMG
1067
Patriot Investment Management Group
Tennessee
$416K
QPWM
1068
Quadrant Private Wealth Management
Pennsylvania
$416K
TWPM
1069
Total Wealth Planning & Management
Florida
$415K
CAAM
1070
Cornerstone Advisors Asset Management
Pennsylvania
$415K
RW
1071
Rede Wealth
Virginia
$413K
LF
1072
Lantz Financial
Illinois
$412K
TCA
1073
Transcend Capital Advisors
New Jersey
$411K
NG
1074
Norden Group
Utah
$411K
BSTWA
1075
Blake Schutter Theil Wealth Advisors
Ohio
$411K