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Truist Financial

1,627 hedge funds and large institutions have $43.2B invested in Truist Financial in 2026 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 631 increasing their positions, 642 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

2% less funds holding

Funds holding: 1,6631,627 (-36)

8% less capital invested

Capital invested by funds: $47.2B → $43.2B (-$4.01B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
1,627
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
LHP
1276
Lexington Hill Partners
Texas
$231K
TSS
1277
Taylor Securities Services
Pennsylvania
$230K
GI
1278
GAMCO Investors
Connecticut
$229K
SIS
1279
Sound Income Strategies
Florida
$229K
HNWAG
1280
High Net Worth Advisory Group
Florida
$228K
PA
1281
PFW Advisors
Georgia
$228K
RMDI
1282
R.M. Davis Inc
Maine
$227K
CS
1283
Capital Square
Tennessee
$226K
PCMC
1284
Paragon Capital Management (Colorado)
Colorado
$224K
HFRG
1285
Houlihan Financial Resource Group
Virginia
$224K
AWC
1286
Abundance Wealth Counselors
Pennsylvania
$223K
SAM
1287
Sagewood Asset Management
New York
$222K
SCP
1288
Sandhill Capital Partners
New York
$221K
CC
1289
Chicago Capital
Illinois
$219K
TA
1290
TFB Advisors
Kansas
$219K
CM
1291
Cornerstone Management
Georgia
$218K
PFA
1292
Pathway Financial Advisors
Vermont
$218K
CWWM
1293
Clear Wave Wealth Management
New Jersey
$217K
MFP
1294
Meramec Financial Planners
Missouri
$217K
CAL
1295
Capital Analysts LLC
Pennsylvania
$217K
OF
1296
Outfitter Financial
Maine
$217K
EFM
1297
E Fund Management
China
$216K
RPA
1298
Rock Point Advisors
Vermont
$216K
AW
1299
Alaethes Wealth
Nevada
$216K
HCP
1300
Hexagon Capital Partners
Arkansas
$215K