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
WC
1151
Wynn Capital
Georgia
$329K
GIA
1152
Gladstone Institutional Advisory
Florida
$329K
S
1153
Storgate
Texas
$329K
FA
1154
FDx Advisors
Illinois
$329K
ML
1155
McAdam LLC
Pennsylvania
$327K
LMFP
1156
Larry Mathis Financial Planning
Arizona
$327K
QWP
1157
Quotient Wealth Partners
Texas
$327K
WFAG
1158
Worth Financial Advisory Group
North Carolina
$326K
LS
1159
Livforsakringsbolaget Skandia
Sweden
$325K
TSS
1160
Two Sigma Securities
New York
$323K
FWM
1161
ForthRight Wealth Management
Georgia
$323K
IG
1162
IFS Group
Pennsylvania
$322K
ETC
1163
Exchange Traded Concepts
Oklahoma
$319K
WA
1164
Waddell & Associates
Tennessee
$318K
BRWM
1165
Blue Rock Wealth Management
North Carolina
$317K
KCM
1166
Kathmere Capital Management
Pennsylvania
$315K
LAM
1167
L2 Asset Management
Massachusetts
$315K
FWM
1168
Fonville Wealth Management
Virginia
$315K
MFP
1169
Meridian Financial Partners
Virginia
$314K
WPW
1170
Waldron Private Wealth
Pennsylvania
$313K
BAM
1171
Broyhill Asset Management
North Carolina
$313K
CFO
1172
CVA Family Office
Colorado
$312K
AFGAS
1173
Allegiance Financial Group Advisory Services
Virginia
$310K
PC
1174
PCB Capital
New Jersey
$310K
PWC
1175
Pathfinder Wealth Consulting
North Carolina
$310K