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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
BW
1526
Basepoint Wealth
Iowa
$17.4K
C
1527
Covestor
United Kingdom
$17K
PB
1528
Pinnacle Bancorp
Nebraska
$16.8K
PWMG
1529
Prestige Wealth Management Group
New Jersey
$16.7K
SWP
1530
Strategic Wealth Partners
Ohio
$16.6K
PSB
1531
Piscataqua Savings Bank
New Hampshire
$16.5K
HDIM
1532
Hanson & Doremus Investment Management
Vermont
$16K
CPG
1533
Cornerstone Planning Group
New Jersey
$15.4K
WPA
1534
Wealth Preservation Advisors
Tennessee
$15.1K
VWA
1535
Valued Wealth Advisors
Utah
$14.7K
AAG
1536
Armstrong Advisory Group
Massachusetts
$14.7K
CMA
1537
Cedar Mountain Advisors
Oregon
$14.3K
SC
1538
Solstein Capital
California
$14.3K
SSG
1539
Summit Securities Group
New York
$14.1K
CT
1540
Coastline Trust
Rhode Island
$13.8K
OW
1541
Olistico Wealth
Oklahoma
$13.8K
AW
1542
Avion Wealth
Texas
$13K
TM
1543
Torren Management
California
$12.8K
VERPA
1544
Virginia Estate & Retirement Planning Advisors
Virginia
$12.3K
DF
1545
Dunhill Financial
United Kingdom
$12.3K
MAM
1546
Meeder Asset Management
Ohio
$12.2K
BSB
1547
Bangor Savings Bank
Maine
$12.1K
OSNBOA
1548
Old Second National Bank of Aurora
Illinois
$11.5K
MWA
1549
Miller Wealth Advisors
Colorado
$11.5K
DJSG
1550
D.J. St. Germain
Massachusetts
$11.4K