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Truist Financial

1,694 hedge funds and large institutions have $46.6B invested in Truist Financial in 2026 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 629 increasing their positions, 663 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 95

50% more call options, than puts

Call options by funds: $349M | Put options by funds: $232M

8% more capital invested

Capital invested by funds: $43.2B → $46.6B (+$3.38B)

3% more funds holding

Funds holding: 1,6481,694 (+46)

0.08% more ownership

Funds ownership: 75.24%75.32% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 663

Holders
1,694
Holders Change
+46
Holders Change %
+2.79%
% of All Funds
20.46%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
170
Increased
629
Reduced
663
Closed
95
Calls
$349M
Puts
$232M
Net Calls
+$116M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
HPBT
1501
Hickory Point Bank & Trust
Illinois
$50.9K
APW
1502
Aventura Private Wealth
Florida
$49.2K +$2.36K +48 +5%
UOTTAIMCU
1503
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.8K +$48.2K +980 New
PWMG
1504
Private Wealth Management Group
New Jersey
$48.1K
MAM
1505
Morse Asset Management
Connecticut
$47.7K +$47.1K +958 New
SGK
1506
Steigerwald Gordon & Koch
Virginia
$47.5K +$12.7K +259 +37%
TWD
1507
True Wealth Design
Ohio
$46.9K +$16.3K +332 +55%
SWM
1508
SHP Wealth Management
Massachusetts
$46.2K +$394 +8 +0.9%
GWP
1509
Gen-Wealth Partners
Michigan
$45.2K
EWP
1510
Elevation Wealth Partners
California
$44.4K +$13.5K +275 +45%
TC
1511
Trust Company
Kansas
$43.6K -$63K -1,281 -59%
SEP
1512
Signature Equity Partners
Ohio
$43K -$443 -9 -1%
WCM
1513
Winthrop Capital Management
Indiana
$42K
Q1WB
1514
Quest 10 Wealth Builders
Virginia
$41.5K +$492 +10 +1%
NFSG
1515
Newbridge Financial Services Group
Florida
$40.6K +$40.1K +815 New
BFS
1516
Bare Financial Services
Pennsylvania
$40.5K +$148 +3 +0.4%
AFC
1517
Ares Financial Consulting
California
$39.7K
AA
1518
Ancora Advisors
Ohio
$37.3K -$9.2K -187 -20%
WAS
1519
Winch Advisory Services
Wisconsin
$36.3K +$394 +8 +1%
APW
1520
Atlantic Private Wealth
North Carolina
$35.6K
Loomis, Sayles & Company
1521
Loomis, Sayles & Company
Massachusetts
$35.5K +$13.8K +280 +65%
GEA
1522
Glen Eagle Advisors
New Jersey
$34.9K +$22.8K +464 +197%
Walleye Capital
1523
Walleye Capital
New York
$34.8K +$34.4K +699 New
MHR
1524
Matthew Hamilton Rosenberg
$33.3K
FP
1525
Financial Perspectives
Minnesota
$31.8K

TFC Hedge Fund Activity: Q2 2026 in Review

1,694 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2026, worth a combined $46.6B — up 7.8% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new TFC positions and 95 closed out — a net gain of 75 holders — while 629 added to existing stakes and 663 trimmed.

The largest buyer was Vanguard Portfolio Management, adding an estimated $875M. The largest seller was Victory Capital Management, cutting an estimated $553M.

  • 1,694 institutional investors held Truist Financial (TFC) as of Q2 2026, up from 1,648 in Q1 2026.
  • Funds reported $46.6B of Truist Financial stock for Q2 2026, up 7.8% quarter-over-quarter.
  • 170 funds opened new Truist Financial positions in Q2 2026 and 95 closed out, a net change of +75 holders.
  • The largest Truist Financial buyer in Q2 2026 was Vanguard Portfolio Management, an estimated $875M added.
  • The largest Truist Financial seller in Q2 2026 was Victory Capital Management, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2026.