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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
Q1WB
1451
Quest 10 Wealth Builders
Virginia
$37.9K
AFC
1452
Ares Financial Consulting
California
$37.2K
BFS
1453
Bare Financial Services
Pennsylvania
$37.2K
KFAS
1454
Keating Financial Advisory Services
Kansas
$35.3K
EWM
1455
Evolution Wealth Management
Florida
$35.2K
JFA
1456
JNBA Financial Advisors
Minnesota
$34.5K
EI
1457
EFG International
$33.9K
WAS
1458
Winch Advisory Services
Wisconsin
$33.1K
APW
1459
Atlantic Private Wealth
North Carolina
$32.9K
SGK
1460
Steigerwald Gordon & Koch
Virginia
$32K
MHR
1461
Matthew Hamilton Rosenberg
$30.7K
HFS
1462
Horizon Financial Services
North Carolina
$30.6K
IA
1463
IFG Advisory
Georgia
$30.2K
BC
1464
Bayforest Capital
United Kingdom
$29.7K
FP
1465
Financial Perspectives
Minnesota
$29.3K
HB
1466
Horizon Bancorp
Indiana
$29K
MO
1467
McMillan Office
Michigan
$28.9K
VWM
1468
Valley Wealth Managers
New Jersey
$28.5K
EWP
1469
Elevation Wealth Partners
California
$28.4K
TWD
1470
True Wealth Design
Ohio
$28K
DWM
1471
Dogwood Wealth Management
Kansas
$27.9K
MFC
1472
Mechanics Financial Corp
Ohio
$27.6K
NEWAS
1473
N.E.W. Advisory Services
Wisconsin
$27.6K
PIS
1474
POM Investment Strategies
North Carolina
$27.1K
FIA
1475
FNY Investment Advisers
New York
$27K