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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
B
1326
Bayban
Minnesota
$204K
EB
1327
Eastern Bank
Massachusetts
$203K
PFA
1328
Pure Financial Advisors
California
$203K
CIC
1329
Chase Investment Counsel
Virginia
$203K
BP
1330
Broadleaf Partners
Ohio
$203K
OFAL
1331
Orographic Financial Advisors, LLC
Colorado
$202K
SP
1332
SmartHarvest Portfolios
Washington
$201K
FBFS
1333
First Business Financial Services
Wisconsin
$201K
LI
1334
LRI Investments
Florida
$201K
AO
1335
Advisor OS
Illinois
$200K
IP
1336
Indivisible Partners
Florida
$200K
SOW
1337
State of Wyoming
Wyoming
$196K
ACM
1338
Aster Capital Management
United Arab Emirates
$190K
CH
1339
Cromwell Holdings
Wyoming
$189K
LSA
1340
Leonteq Securities AG
Switzerland
$179K
UFF
1341
USA Financial Formulas
Michigan
$177K
WWM
1342
Western Wealth Management
Colorado
$175K
SS
1343
Sunbelt Securities
Texas
$173K
VWA
1344
VSM Wealth Advisory
Maryland
$171K
GBT
1345
Grove Bank & Trust
Florida
$171K
CB
1346
CNB Bank
Pennsylvania
$170K
OL
1347
OneFund LLC
Florida
$164K
FC
1348
Fairscale Capital
New Hampshire
$161K
JFGIW
1349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K
RFP
1350
Root Financial Partners
California
$159K