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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
PFA
1301
Pathway Financial Advisors
Vermont
$218K
CWWM
1302
Clear Wave Wealth Management
New Jersey
$217K
MFP
1303
Meramec Financial Planners
Missouri
$217K
CAL
1304
Capital Analysts LLC
Pennsylvania
$217K
OF
1305
Outfitter Financial
Maine
$217K
EFM
1306
E Fund Management
China
$216K
RPA
1307
Rock Point Advisors
Vermont
$216K
AW
1308
Alaethes Wealth
Nevada
$216K
HCP
1309
Hexagon Capital Partners
Arkansas
$215K
NP
1310
NorthRock Partners
Minnesota
$215K
MA
1311
MONECO Advisors
Connecticut
$214K
AA
1312
Alta Advisers
United Kingdom
$214K
QFW
1313
QTR Family Wealth
Florida
$214K
PWMAG
1314
Pinnacle Wealth Management Advisory Group
New Jersey
$213K
LFIA
1315
Legacy Financial Independent Advisors
Kentucky
$213K
SIA
1316
Soltis Investment Advisors
Utah
$213K
1WA
1317
180 Wealth Advisors
Washington
$212K
VAG
1318
VisionPoint Advisory Group
Texas
$212K
TAR
1319
Trask Adam Roland
$211K
HCM
1320
Howard Capital Management
Georgia
$211K
SMA
1321
Sage Mountain Advisors
Georgia
$210K
MAMU
1322
Myriad Asset Management US
Florida
$210K
CPA
1323
Capital Performance Advisors
California
$210K
WDC
1324
Woodward Diversified Capital
California
$209K
JTWM
1325
Jackson Thornton Wealth Management
Alabama
$208K