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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
FMTCOCP
1476
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K
NWM
1477
Navigoe Wealth Management
California
$27K
PFSC
1478
Peoples Financial Services Corp
Pennsylvania
$26.1K
DI
1479
DAGCO Inc
Ohio
$25.8K
TCM
1480
Triumph Capital Management
Colorado
$25.2K
KG
1481
Kilter Group
New York
$25.2K
SR
1482
Swiss Re
Switzerland
$24.5K
WA
1483
Westfuller Advisors
New York
$23.5K
OWA
1484
Opal Wealth Advisors
New York
$23.3K
RWPA
1485
Richard W. Paul & Associates
Michigan
$22.2K
PB
1486
Prosperity Bancshares
Texas
$21.8K
LWCFA
1487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.8K
FFO
1488
Fortitude Family Office
Arizona
$21.7K
SHIM
1489
Stone House Investment Management
Pennsylvania
$21.7K
RWM
1490
Rialto Wealth Management
New York
$21.2K
HFM
1491
Hartford Financial Management
Connecticut
$20.6K
RP
1492
Raelipskie Partnership
Ontario, Canada
$20.5K
PL
1493
Protective Life
Alabama
$20.4K
KAS
1494
Kemnay Advisory Services
New York
$20.1K
Loomis, Sayles & Company
1495
Loomis, Sayles & Company
Massachusetts
$19.9K
MBFW
1496
Morton Brown Family Wealth
Pennsylvania
$19.6K
ME
1497
McIlrath & Eck
Washington
$19.6K
MCA
1498
McGuire Capital Advisors
Oklahoma
$19.5K
MPW
1499
MASECO Private Wealth
$19.5K
LWMI
1500
Legacy Wealth Management (Idaho)
Idaho
$19.4K