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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
MO
1526
McMillan Office
Michigan
$31.3K
HB
1527
Horizon Bancorp
Indiana
$31K
VWM
1528
Valley Wealth Managers
New Jersey
$30.8K
NWM
1529
Navigoe Wealth Management
California
$30K +$1.03K +21 +4%
SHIM
1530
Stone House Investment Management
Pennsylvania
$30K +$6.3K +128 +27%
NEWAS
1531
N.E.W. Advisory Services
Wisconsin
$29.9K
WA
1532
Westfuller Advisors
New York
$28.9K +$3.39K +69 +14%
EI
1533
EFG International
$28.8K -$7.72K -157 -21%
MP
1534
McDonald Partners
Ohio
$28.1K +$27.8K +565 New
TCM
1535
Triumph Capital Management
Colorado
$27.5K +$148 +3 +0.5%
KG
1536
Kilter Group
New York
$26.1K -$1.18K -24 -4%
PFSC
1537
Peoples Financial Services Corp
Pennsylvania
$26.1K -$2.21K -45 -8%
HWP
1538
Highline Wealth Partners
California
$26K +$5.46K +111 +27%
RWM
1539
Rialto Wealth Management
New York
$25.2K +$2.21K +45 +10%
DWM
1540
Dogwood Wealth Management
Kansas
$24.9K -$5.26K -107 -18%
SC
1541
Stance Capital
Massachusetts
$24.8K +$24.5K +498 New
PB
1542
Prosperity Bancshares
Texas
$24.7K +$1.03K +21 +4%
FIA
1543
FNY Investment Advisers
New York
$24K -$4.58K -93 -16%
CA
1544
Crewe Advisors
Utah
$23.5K +$14.9K +303 +180%
CCA
1545
Catalyst Capital Advisors
New York
$23.3K -$23.8K -483 -51%
SWAG
1546
Spectrum Wealth Advisory Group
California
$23.3K +$23K +467 New
JWA
1547
JFS Wealth Advisors
Pennsylvania
$22.7K +$2.31K +47 +11%
KAS
1548
Kemnay Advisory Services
New York
$22.7K +$885 +18 +4%
HFM
1549
Hartford Financial Management
Connecticut
$22.4K
LWCFA
1550
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.9K

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.