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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
JWA
1501
JFS Wealth Advisors
Pennsylvania
$19.2K
HNW
1502
High Note Wealth
Minnesota
$19.1K
HWP
1503
Highline Wealth Partners
California
$18.9K
TCM
1504
TD Capital Management
Tennessee
$18.9K
PP
1505
PFS Partners
New Jersey
$18.8K
CTB
1506
Country Trust Bank
Illinois
$18.8K
IWMWV
1507
Ironwood Wealth Management (West Virginia)
West Virginia
$18.7K
EDRH
1508
Edmond de Rothschild Holding
Switzerland
$18.5K
OCM
1509
Orion Capital Management
California
$18.1K
FG
1510
Fairman Group
Pennsylvania
$18K
OAJ
1511
Ogorek Anthony Joseph
New York
$18K
AP
1512
Aspect Partners
Virginia
$17.9K
MMG
1513
Monetary Management Group
Missouri
$17.8K
PF
1514
PlanVest Financial
Maryland
$17.4K
BW
1515
Basepoint Wealth
Iowa
$17.4K
C
1516
Covestor
United Kingdom
$17K
PB
1517
Pinnacle Bancorp
Nebraska
$16.8K
PWMG
1518
Prestige Wealth Management Group
New Jersey
$16.7K
SWP
1519
Strategic Wealth Partners
Ohio
$16.6K
PSB
1520
Piscataqua Savings Bank
New Hampshire
$16.5K
HDIM
1521
Hanson & Doremus Investment Management
Vermont
$16K
CPG
1522
Cornerstone Planning Group
New Jersey
$15.4K
WPA
1523
Wealth Preservation Advisors
Tennessee
$15.1K
VWA
1524
Valued Wealth Advisors
Utah
$14.7K
AAG
1525
Armstrong Advisory Group
Massachusetts
$14.7K