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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
HIGP
1201
Hill Investment Group Partners
Missouri
$288K
MWM
1202
Manske Wealth Management
Texas
$287K
GPW
1203
Genesis Private Wealth
Virginia
$286K
CAM
1204
Councilmark Asset Management
Tennessee
$282K
EAM
1205
Everstar Asset Management
North Carolina
$282K
AA
1206
Armis Advisers
Georgia
$281K
CFS
1207
Commonwealth Financial Services
West Virginia
$279K
GWMR
1208
GC Wealth Management RIA
Massachusetts
$279K
DMBA
1209
Deseret Mutual Benefit Administrators
Utah
$279K
WPC
1210
White Pine Capital
Minnesota
$278K
PMSA
1211
Patrick M. Sweeney & Associates
Illinois
$278K
PIP
1212
Peachtree Investment Partners
Florida
$278K
FFC
1213
Frederick Financial Consultants
Maryland
$278K
GI
1214
Gradient Investments
Minnesota
$277K
CCAM
1215
Cascades Capital Asset Management
North Carolina
$274K
DWM
1216
Diversify Wealth Management
Utah
$274K
IAN
1217
Integrated Advisors Network
Texas
$274K
SC
1218
Sapient Capital
Indiana
$273K
KFC
1219
Klingenstein Fields & Co
New York
$272K
DWP
1220
Destiny Wealth Partners
Florida
$271K
FLI
1221
Family Legacy Inc
South Carolina
$270K
AFM
1222
Abbot Financial Management
Massachusetts
$270K
BA
1223
Bridgewater Advisors
New York
$269K
LIA
1224
Limestone Investment Advisors
New York
$268K
CA
1225
Calton & Associates
Florida
$267K