We are live on ! Find out more
TFC icon

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
S
1101
Sunpointe
Missouri
$387K
CNBOF
1102
City National Bank of Florida
Florida
$386K
CF
1103
Convergence Financial
Missouri
$384K
NRI
1104
NFP Retirement Inc
California
$384K
SWM
1105
Spire Wealth Management
Virginia
$381K
IFWM
1106
Institute for Wealth Management
Colorado
$380K
MCWS
1107
McKinley Carter Wealth Services
West Virginia
$380K
CCP
1108
Cassia Capital Partners
North Carolina
$380K
HKIM
1109
Hayek Kallen Investment Management
Alabama
$379K
WTC
1110
WhitTier Trust Company
Nevada
$377K
HWA
1111
HHM Wealth Advisors
Tennessee
$373K
LIA
1112
LBMC Investment Advisors
Tennessee
$372K
OL
1113
Odyssean LLC
Connecticut
$371K
RWA
1114
River Wealth Advisors
Pennsylvania
$370K
CIM
1115
CIM Investment Management
Pennsylvania
$370K
GAB
1116
German American Bancorp
Indiana
$370K
DWAM
1117
Duncan Williams Asset Management
Tennessee
$369K
ES
1118
Eagle Strategies
New York
$369K
1SB
1119
1ST Source Bank
Indiana
$368K
CLOS
1120
Compagnie Lombard Odier SCmA
Switzerland
$368K
VFM
1121
Viking Fund Management
North Dakota
$368K
SWM
1122
Selective Wealth Management
Virginia
$368K
KIM
1123
Kestra Investment Management
Texas
$367K
SAM
1124
Summit Asset Management
Tennessee
$367K
PCA
1125
Prosperity Capital Advisors
Ohio
$365K