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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
CP
1226
Cornerstone Planning
North Carolina
$266K
EWM
1227
Evermay Wealth Management
Virginia
$265K
LWM
1228
LongView Wealth Management
Georgia
$264K
DOA
1229
D'Orazio & Associates
Virginia
$263K
SFA
1230
Souders Financial Advisors
Ohio
$263K
NLP
1231
Next Level Private
New York
$263K
BBA
1232
BLB&B Advisors
Pennsylvania
$262K
AWMM
1233
Aegis Wealth Management (Maryland)
Maryland
$262K
JIC
1234
Joel Isaacson & Co
New York
$262K
AIA
1235
Arbor Investment Advisors
North Carolina
$262K
VWA
1236
Visionary Wealth Advisors
Illinois
$261K
FH
1237
FWG Holdings
Florida
$260K
CFP
1238
Cascade Financial Partners
California
$259K
TC
1239
TAGStone Capital
North Carolina
$259K
FGWP
1240
Founders Grove Wealth Partners
Virginia
$256K
PPW
1241
Parcion Private Wealth
Washington
$256K
BHPW
1242
Beverly Hills Private Wealth
California
$255K
CAM
1243
Cobblestone Asset Management
Virginia
$255K
BHC
1244
Bull Harbor Capital
Maryland
$254K
GVAG
1245
Great Valley Advisor Group
Delaware
$254K
AWP
1246
Atlas Wealth Partners
Pennsylvania
$253K
FMC
1247
First Merchants Corp
Indiana
$253K
EWM
1248
Empirical Wealth Management
Washington
$251K
BIG
1249
Brookwood Investment Group
Arizona
$251K
MCM
1250
MV Capital Management
Maryland
$249K