We are live on ! Find out more
TFC icon

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
SWM
1451
SHP Wealth Management
Massachusetts
$42.3K
CA
1452
CoreCap Advisors
Michigan
$41.9K
WA
1453
WPG Advisers
Maryland
$41.8K
GWP
1454
Gen-Wealth Partners
Michigan
$41.7K
FWA
1455
Flagship Wealth Advisors
Massachusetts
$41.3K
SEP
1456
Signature Equity Partners
Ohio
$40.1K
MTIC
1457
Missouri Trust & Investment Company
Missouri
$39.3K
HWM
1458
Horizons Wealth Management
North Carolina
$39.2K
WCM
1459
Winthrop Capital Management
Indiana
$39K
TPWA
1460
Twin Peaks Wealth Advisors
California
$38.9K
WAG
1461
Wilkerson Advisory Group
Missouri
$38K
Q1WB
1462
Quest 10 Wealth Builders
Virginia
$37.9K
AFC
1463
Ares Financial Consulting
California
$37.2K
BFS
1464
Bare Financial Services
Pennsylvania
$37.2K
KFAS
1465
Keating Financial Advisory Services
Kansas
$35.3K
EWM
1466
Evolution Wealth Management
Florida
$35.2K
JFA
1467
JNBA Financial Advisors
Minnesota
$34.5K
EI
1468
EFG International
$33.9K
WAS
1469
Winch Advisory Services
Wisconsin
$33.1K
APW
1470
Atlantic Private Wealth
North Carolina
$32.9K
SGK
1471
Steigerwald Gordon & Koch
Virginia
$32K
MHR
1472
Matthew Hamilton Rosenberg
$30.7K
HFS
1473
Horizon Financial Services
North Carolina
$30.6K
IA
1474
IFG Advisory
Georgia
$30.2K
BC
1475
Bayforest Capital
United Kingdom
$29.7K