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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
CSC
1376
Caldwell Sutter Capital
California
$112K
CG
1377
Curat Global
New Hampshire
$112K
SMBT
1378
Southern Michigan Bank & Trust
Michigan
$112K
CWM
1379
Cranbrook Wealth Management
Michigan
$112K
CTC
1380
Central Trust Company
Missouri
$110K
OCWP
1381
Owl Creek Wealth Partners
Colorado
$109K
PG
1382
Proffitt & Goodson
Tennessee
$108K
CIR
1383
Clear Investment Research
Georgia
$107K
USB
1384
Union Savings Bank
Connecticut
$106K
HFS
1385
Hughes Financial Services
Virginia
$106K
AEPWM
1386
Atlantic Edge Private Wealth Management
Florida
$106K
CAL
1387
Capital Advisors Ltd
Ohio
$104K
TWM
1388
Tripletail Wealth Management
Florida
$102K
AF
1389
Advisornet Financial
Minnesota
$101K
RFS
1390
Richardson Financial Services
Massachusetts
$100K
SN
1391
Sittner & Nelson
Oregon
$100K
TC
1392
Trust Company
Kansas
$99.1K
BFS
1393
Beacon Financial Strategies
North Carolina
$98.9K
AWM
1394
Abound Wealth Management
Tennessee
$98.9K
BWAM
1395
Boyd Watterson Asset Management
Ohio
$96.1K
RFG
1396
REAP Financial Group
Texas
$95.9K
SPF
1397
South Plains Financial
Texas
$94.7K
GKIM
1398
GW&K Investment Management
Massachusetts
$92K
HIIFS
1399
Harel Insurance Investments & Financial Services
Israel
$92K
GSWM
1400
Golden State Wealth Management
California
$90.7K