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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
RWM
1501
Rialto Wealth Management
New York
$21.2K
HFM
1502
Hartford Financial Management
Connecticut
$20.6K
RP
1503
Raelipskie Partnership
Ontario, Canada
$20.5K
PL
1504
Protective Life
Alabama
$20.4K
KAS
1505
Kemnay Advisory Services
New York
$20.1K
Loomis, Sayles & Company
1506
Loomis, Sayles & Company
Massachusetts
$19.9K
MBFW
1507
Morton Brown Family Wealth
Pennsylvania
$19.6K
ME
1508
McIlrath & Eck
Washington
$19.6K
MCA
1509
McGuire Capital Advisors
Oklahoma
$19.5K
MPW
1510
MASECO Private Wealth
$19.5K
LWMI
1511
Legacy Wealth Management (Idaho)
Idaho
$19.4K
JWA
1512
JFS Wealth Advisors
Pennsylvania
$19.2K
HNW
1513
High Note Wealth
Minnesota
$19.1K
HWP
1514
Highline Wealth Partners
California
$18.9K
TCM
1515
TD Capital Management
Tennessee
$18.9K
PP
1516
PFS Partners
New Jersey
$18.8K
CTB
1517
Country Trust Bank
Illinois
$18.8K
IWMWV
1518
Ironwood Wealth Management (West Virginia)
West Virginia
$18.7K
EDRH
1519
Edmond de Rothschild Holding
Switzerland
$18.5K
OCM
1520
Orion Capital Management
California
$18.1K
FG
1521
Fairman Group
Pennsylvania
$18K
OAJ
1522
Ogorek Anthony Joseph
New York
$18K
AP
1523
Aspect Partners
Virginia
$17.9K
MMG
1524
Monetary Management Group
Missouri
$17.8K
PF
1525
PlanVest Financial
Maryland
$17.4K