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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
IAS
1401
IMA Advisory Services
Colorado
$90.1K
EP
1402
Essential Partners
California
$89.3K
ST
1403
Smithfield Trust
Pennsylvania
$89K
MWM
1404
Magnolia Wealth Management
Alabama
$87.5K
GCM
1405
Gables Capital Management
Florida
$85K
NRG
1406
Nemes Rush Group
Michigan
$84.8K
IRAG
1407
Investment Research & Advisory Group
Georgia
$81.1K
TC
1408
Truvestments Capital
Florida
$76.9K
M
1409
MOTCO
Texas
$75.5K
QC
1410
Quent Capital
New York
$73.8K
PNC
1411
Park National Corp
Ohio
$73.5K
SS
1412
SBI Securities
Japan
$70.3K
PWAM
1413
Private Wealth Asset Management
Iowa
$69.5K
CCM
1414
Chilton Capital Management
Texas
$69K
RF
1415
Rossby Financial
Florida
$68.3K
PWA
1416
Physician Wealth Advisors
Utah
$68K
TSMHT
1417
Thurston Springer Miller Herd & Titak
Indiana
$67.9K
BIAS
1418
Beacon Investment Advisory Services
New Jersey
$67.6K
TFIPS
1419
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.7K
EC
1420
Elequin Capital
New York
$64.7K
MSG
1421
Main Street Group
Virginia
$62K
JWM
1422
JPL Wealth Management
Colorado
$61.6K
BLC
1423
Brown, Lisle/Cummings
Rhode Island
$61.6K
RMC
1424
Resources Management Corp
Connecticut
$61K
CM
1425
Capula Management
Cayman Islands
$60.8K