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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
UFF
1351
USA Financial Formulas
Michigan
$177K
SS
1352
Sunbelt Securities
Texas
$173K
VWA
1353
VSM Wealth Advisory
Maryland
$171K
GBT
1354
Grove Bank & Trust
Florida
$171K
CB
1355
CNB Bank
Pennsylvania
$170K
OL
1356
OneFund LLC
Florida
$164K
FC
1357
Fairscale Capital
New Hampshire
$161K
JFGIW
1358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K
RFP
1359
Root Financial Partners
California
$159K
MCM
1360
Manchester Capital Management
Vermont
$157K
GTAM
1361
Global Trust Asset Management
Florida
$156K
GWM
1362
Gilpin Wealth Management
Colorado
$153K
AAG
1363
Accordant Advisory Group
Maryland
$151K
VCM
1364
Versant Capital Management
Arizona
$148K
BGAI
1365
Bruce G. Allen Investments
Colorado
$146K
GAA
1366
Global Assets Advisory
Florida
$142K
CW
1367
Curio Wealth
Maryland
$139K
FPB
1368
First PREMIER Bank
South Dakota
$138K
ADL
1369
Asset Dedication LLC
California
$132K
BW
1370
Bravera Wealth
North Dakota
$131K
SCM
1371
Silvant Capital Management
Georgia
$119K
EF
1372
Entrust Financial
Pennsylvania
$119K
MEG
1373
Millstone Evans Group
Colorado
$117K
QL
1374
Quarry LP
New York
$116K
HIM
1375
Hillsdale Investment Management
Ontario, Canada
$115K