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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
FPWM
1126
FSB Premier Wealth Management
Iowa
$364K
RCAG
1127
Rehmann Capital Advisory Group
Michigan
$362K
TI
1128
tru Independence
Oregon
$361K
FNFDCM
1129
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$359K
7WCP
1130
71 West Capital Partners
Massachusetts
$358K
ATPW
1131
Ashton Thomas Private Wealth
Arizona
$358K
CSPIA
1132
Cary Street Partners Investment Advisory
Virginia
$356K
FAM
1133
Formidable Asset Management
Ohio
$354K
PTP
1134
Platform Technology Partners
New York
$353K
FLPIM
1135
F.L. Putnam Investment Management
Massachusetts
$352K
WA
1136
WBH Advisory
Maryland
$350K
HFBOT
1137
Home Federal Bank of Tennessee
Tennessee
$348K
GFA
1138
Gallagher Fiduciary Advisors
Illinois
$347K
TCWA
1139
Turtle Creek Wealth Advisors
Texas
$345K
GAM
1140
Groupama Asset Management
France
$344K
JIP
1141
Jaffetilchin Investment Partners
Florida
$344K
AF
1142
Aldebaran Financial
$340K
VFG
1143
Victory Financial Group
Texas
$340K
OWA
1144
One Wealth Advisors
California
$339K
FWI
1145
Facet Wealth Inc
Maryland
$338K
CT
1146
Caldwell Trust
Florida
$335K
SWM
1147
Silverlake Wealth Management
Vermont
$333K
AT
1148
Arlington Trust
Alabama
$332K
KF
1149
Krilogy Financial
Missouri
$331K
FMLI
1150
Fukoku Mutual Life Insurance
Japan
$331K