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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
FP
1476
Financial Perspectives
Minnesota
$29.3K
HB
1477
Horizon Bancorp
Indiana
$29K
MO
1478
McMillan Office
Michigan
$28.9K
VWM
1479
Valley Wealth Managers
New Jersey
$28.5K
EWP
1480
Elevation Wealth Partners
California
$28.4K
TWD
1481
True Wealth Design
Ohio
$28K
DWM
1482
Dogwood Wealth Management
Kansas
$27.9K
MFC
1483
Mechanics Financial Corp
Ohio
$27.6K
NEWAS
1484
N.E.W. Advisory Services
Wisconsin
$27.6K
PIS
1485
POM Investment Strategies
North Carolina
$27.1K
FIA
1486
FNY Investment Advisers
New York
$27K
FMTCOCP
1487
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K
NWM
1488
Navigoe Wealth Management
California
$27K
PFSC
1489
Peoples Financial Services Corp
Pennsylvania
$26.1K
DI
1490
DAGCO Inc
Ohio
$25.8K
TCM
1491
Triumph Capital Management
Colorado
$25.2K
KG
1492
Kilter Group
New York
$25.2K
SR
1493
Swiss Re
Switzerland
$24.5K
WA
1494
Westfuller Advisors
New York
$23.5K
OWA
1495
Opal Wealth Advisors
New York
$23.3K
RWPA
1496
Richard W. Paul & Associates
Michigan
$22.2K
PB
1497
Prosperity Bancshares
Texas
$21.8K
LWCFA
1498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.8K
FFO
1499
Fortitude Family Office
Arizona
$21.7K
SHIM
1500
Stone House Investment Management
Pennsylvania
$21.7K