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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
AFA
1076
AA Financial Advisors
Ohio
$410K
FA
1077
Fiducient Advisors
Illinois
$410K
WIM
1078
Walsky Investment Management
Pennsylvania
$409K
RF
1079
Roxbury Financial
New Jersey
$407K
SB
1080
Strategic Blueprint
Georgia
$405K
TWIM
1081
TIAA Wealth Investment Management
New York
$404K
GWP
1082
Gateway Wealth Partners
Wisconsin
$403K
IPWA
1083
International Private Wealth Advisors
California
$403K
AIP
1084
Almanack Investment Partners
Pennsylvania
$402K
TVAMP
1085
Tennessee Valley Asset Management Partners
Tennessee
$402K
ALAM
1086
Asahi Life Asset Management
Japan
$402K
RIG
1087
RiverFront Investment Group
Virginia
$400K
NSIM
1088
North Star Investment Management
Illinois
$400K
SIA
1089
SkyView Investment Advisors
New Jersey
$399K
BWM
1090
BankPlus Wealth Management
Mississippi
$398K
SACTSONJ
1091
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$398K
IA
1092
IFP Advisors
Florida
$397K
CRI
1093
Colonial River Investments
Virginia
$396K
BBA
1094
Baader Bank Aktiengesellschaft
Germany
$395K
JIC
1095
Johnson Investment Counsel
Ohio
$394K
EI
1096
Ellevest Inc
New York
$394K
BAM
1097
Belleair Asset Management
Florida
$393K
HFS
1098
Hantz Financial Services
Michigan
$389K
TT
1099
TI-Trust
Illinois
$389K
DWT
1100
Dorsey & Whitney Trust
South Dakota
$388K