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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
PS
1426
Pinney & Scofield
Massachusetts
$60.2K
RTC
1427
Riverview Trust Company
Washington
$59.6K
WETS
1428
Wealth Enhancement Trust Services
South Dakota
$59.5K
BFS
1429
Burkett Financial Services
South Carolina
$58.9K
AG
1430
AmeriFlex Group
Nevada
$58.1K
CT
1431
Clearstead Trust
Maine
$57.5K
PGAM
1432
Princeton Global Asset Management
New Jersey
$55.9K
WSFG
1433
Wall Street Financial Group
Illinois
$55K
WTA
1434
Washington Trust Advisors
Massachusetts
$54.1K
CSB
1435
City State Bank
Iowa
$53.7K
IAAG
1436
Innovative Asset Advisors Group
Connecticut
$53.2K
HIA
1437
Harbor Investment Advisory
Maryland
$51.4K
TIAA Trust, National Association
1438
TIAA Trust, National Association
North Carolina
$50.2K
PAM
1439
Paradigm Asset Management
New York
$49.8K
DCM
1440
Dorato Capital Management
Colorado
$49.8K
POIA
1441
Pin Oak Investment Advisors
Texas
$49K
GA
1442
GoalVest Advisory
New York
$48.9K
SWA
1443
SOA Wealth Advisors
New York
$47.4K
HPBT
1444
Hickory Point Bank & Trust
Illinois
$47K
Optiver Holding
1445
Optiver Holding
Netherlands
$46.3K
CA
1446
Cache Advisors
California
$46K
PWMG
1447
Private Wealth Management Group
New Jersey
$44.4K
CCA
1448
Catalyst Capital Advisors
New York
$43.7K
APW
1449
Aventura Private Wealth
Florida
$43.2K
AA
1450
Ancora Advisors
Ohio
$43K