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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
IAAG
1426
Innovative Asset Advisors Group
Connecticut
$53.2K
HIA
1427
Harbor Investment Advisory
Maryland
$51.4K
TIAA Trust, National Association
1428
TIAA Trust, National Association
North Carolina
$50.2K
PAM
1429
Paradigm Asset Management
New York
$49.8K
DCM
1430
Dorato Capital Management
Colorado
$49.8K
POIA
1431
Pin Oak Investment Advisors
Texas
$49K
GA
1432
GoalVest Advisory
New York
$48.9K
SWA
1433
SOA Wealth Advisors
New York
$47.4K
HPBT
1434
Hickory Point Bank & Trust
Illinois
$47K
Optiver Holding
1435
Optiver Holding
Netherlands
$46.3K
CA
1436
Cache Advisors
California
$46K
PWMG
1437
Private Wealth Management Group
New Jersey
$44.4K
CCA
1438
Catalyst Capital Advisors
New York
$43.7K
APW
1439
Aventura Private Wealth
Florida
$43.2K
AA
1440
Ancora Advisors
Ohio
$43K
SWM
1441
SHP Wealth Management
Massachusetts
$42.3K
CA
1442
CoreCap Advisors
Michigan
$41.9K
WA
1443
WPG Advisers
Maryland
$41.8K
GWP
1444
Gen-Wealth Partners
Michigan
$41.7K
SEP
1445
Signature Equity Partners
Ohio
$40.1K
MTIC
1446
Missouri Trust & Investment Company
Missouri
$39.3K
HWM
1447
Horizons Wealth Management
North Carolina
$39.2K
WCM
1448
Winthrop Capital Management
Indiana
$39K
TPWA
1449
Twin Peaks Wealth Advisors
California
$38.9K
WAG
1450
Wilkerson Advisory Group
Missouri
$38K