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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
MKA
1251
M. Kulyk & Associates
Georgia
$248K
SWIG
1252
Strategic Wealth Investment Group
Kentucky
$247K
FCP
1253
Fidelis Capital Partners
Florida
$247K
MPIA
1254
Mountain Pacific Investment Advisers
Idaho
$247K
CA
1255
Continuum Advisory
Idaho
$246K
CI
1256
Conning Inc
Connecticut
$245K
LOWM
1257
Laurel Oak Wealth Management
New Jersey
$245K
CWP
1258
Curated Wealth Partners
California
$244K
KFS
1259
Keynote Financial Services
Connecticut
$244K
WA
1260
WealthTrust Axiom
Pennsylvania
$244K
FWM
1261
Forteris Wealth Management
New York
$244K
RYIA
1262
Roehl & Yi Investment Advisors
Oregon
$243K
WWMSC
1263
Wagner Wealth Management (South Carolina)
South Carolina
$242K
BPAMU
1264
BTG Pactual Asset Management US
New York
$242K
AWM
1265
Avaii Wealth Management
Wisconsin
$242K
PCM
1266
Penserra Capital Management
California
$242K
WFI
1267
West Family Investments
California
$242K
MYAM
1268
Meiji Yasuda Asset Management
Japan
$241K
MK
1269
MASTERINVEST Kapitalanlage
$241K
LI
1270
Lafayette Investments
Maryland
$240K
SPC
1271
Spirepoint Private Client
Florida
$240K
LC
1272
Lincoln Capital
Nebraska
$239K
FPL
1273
Fortress Private Ledger
North Carolina
$238K
TS
1274
TradeWell Securities
Indiana
$237K
FC
1275
Financial Consulate
Maryland
$236K