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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
AEPWM
1376
Atlantic Edge Private Wealth Management
Florida
$106K
CAL
1377
Capital Advisors Ltd
Ohio
$104K
TWM
1378
Tripletail Wealth Management
Florida
$102K
AF
1379
Advisornet Financial
Minnesota
$101K
RFS
1380
Richardson Financial Services
Massachusetts
$100K
SN
1381
Sittner & Nelson
Oregon
$100K
TC
1382
Trust Company
Kansas
$99.1K
BFS
1383
Beacon Financial Strategies
North Carolina
$98.9K
AWM
1384
Abound Wealth Management
Tennessee
$98.9K
BWAM
1385
Boyd Watterson Asset Management
Ohio
$96.1K
RFG
1386
REAP Financial Group
Texas
$95.9K
SPF
1387
South Plains Financial
Texas
$94.7K
GKIM
1388
GW&K Investment Management
Massachusetts
$92K
HIIFS
1389
Harel Insurance Investments & Financial Services
Israel
$92K
GSWM
1390
Golden State Wealth Management
California
$90.7K
IAS
1391
IMA Advisory Services
Colorado
$90.1K
EPL
1392
Essential Partners LLC
California
$89.3K
ST
1393
Smithfield Trust
Pennsylvania
$89K
MWM
1394
Magnolia Wealth Management
Alabama
$87.5K
GCM
1395
Gables Capital Management
Florida
$85K
NRG
1396
Nemes Rush Group
Michigan
$84.8K
IRAG
1397
Investment Research & Advisory Group
Georgia
$81.1K
TC
1398
Truvestments Capital
Florida
$76.9K
M
1399
MOTCO
Texas
$75.5K
QC
1400
Quent Capital
New York
$73.8K