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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
KA
1176
Kovack Advisors
Florida
$310K
1C
1177
111 Capital
France
$309K
PP
1178
PDS Planning
Ohio
$308K
HTC
1179
Haverford Trust Company
Pennsylvania
$307K
AWAG
1180
ARS Wealth Advisors Group
Florida
$307K
TF
1181
Tompkins Financial
New York
$304K
SFWA
1182
Summit Financial Wealth Advisors
Louisiana
$302K
SIC
1183
Sage Investment Counsel
Tennessee
$302K
WS
1184
Wedbush Securities
California
$302K
WA
1185
Whipplewood Advisors
Colorado
$301K
TIA
1186
Tandem Investment Advisors
South Carolina
$301K
CH
1187
Canton Hathaway
Rhode Island
$300K
SSW
1188
Stone Summit Wealth
Florida
$299K
Empower Advisory Group
1189
Empower Advisory Group
Colorado
$298K
BWA
1190
Basecamp Wealth Advisors
Washington
$298K
OAM
1191
Ostrum Asset Management
France
$298K
MFC
1192
Morris Financial Concepts
South Carolina
$298K
CI Investments Inc
1193
CI Investments Inc
Ontario, Canada
$295K
AFW
1194
Atlantic Family Wealth
Florida
$295K
4WM
1195
44 Wealth Management
Oregon
$294K
EFG
1196
Everhart Financial Group
Ohio
$293K
NWWA
1197
New Wave Wealth Advisors
Arkansas
$290K
LA
1198
LBP AM
France
$290K
SMC
1199
Smith, Moore & Co
Missouri
$288K
TFS
1200
truNorth Financial Services
Pennsylvania
$288K