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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
CAG
1276
Crestwood Advisors Group
Massachusetts
$236K
GSEP
1277
Golden State Equity Partners
California
$236K
CFP
1278
Catalyst Financial Partners
Massachusetts
$234K
BWFA
1279
Baltimore-Washington Financial Advisors
Maryland
$234K
EW
1280
Element Wealth
Mississippi
$234K
BAM
1281
Belpointe Asset Management
Nevada
$234K
SJL
1282
Shayne & Jacobs LLC
Tennessee
$232K
AAM
1283
Augustine Asset Management
Florida
$232K
PFM
1284
Patton Fund Management
Texas
$231K
LHP
1285
Lexington Hill Partners
Texas
$231K
TSS
1286
Taylor Securities Services
Pennsylvania
$230K
GI
1287
GAMCO Investors
Connecticut
$229K
SIS
1288
Sound Income Strategies
Florida
$229K
HNWAG
1289
High Net Worth Advisory Group
Florida
$228K
PA
1290
PFW Advisors
Georgia
$228K
RMDI
1291
R.M. Davis Inc
Maine
$227K
CS
1292
Capital Square
Tennessee
$226K
PCMC
1293
Paragon Capital Management (Colorado)
Colorado
$224K
HFRG
1294
Houlihan Financial Resource Group
Virginia
$224K
AWC
1295
Abundance Wealth Counselors
Pennsylvania
$223K
SAM
1296
Sagewood Asset Management
New York
$222K
SCP
1297
Sandhill Capital Partners
New York
$221K
CC
1298
Chicago Capital
Illinois
$219K
TA
1299
TFB Advisors
Kansas
$219K
CM
1300
Cornerstone Management
Georgia
$218K