TFC icon

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
CMA
1526
Cedar Mountain Advisors
Oregon
$14.3K
SC
1527
Solstein Capital
California
$14.3K
SSG
1528
Summit Securities Group
New York
$14.1K
CT
1529
Coastline Trust
Rhode Island
$13.8K
OW
1530
Olistico Wealth
Oklahoma
$13.8K
AW
1531
Avion Wealth
Texas
$13K
TM
1532
Torren Management
California
$12.8K
VERPA
1533
Virginia Estate & Retirement Planning Advisors
Virginia
$12.3K
DF
1534
Dunhill Financial
United Kingdom
$12.3K
MAM
1535
Meeder Asset Management
Ohio
$12.2K
BSB
1536
Bangor Savings Bank
Maine
$12.1K
OSNBOA
1537
Old Second National Bank of Aurora
Illinois
$11.5K
MWA
1538
Miller Wealth Advisors
Colorado
$11.5K
DJSG
1539
D.J. St. Germain
Massachusetts
$11.4K
BIA
1540
Bell Investment Advisors
California
$11.3K
DSC
1541
Duncker Streett & Co
Missouri
$11.2K
GEA
1542
Glen Eagle Advisors
New Jersey
$10.8K
MSWM
1543
Mowery & Schoenfeld Wealth Management
Illinois
$10.4K
AP
1544
Atwood & Palmer
Missouri
$10.3K
WB
1545
Webster Bank
Connecticut
$9.19K
CMP
1546
Coston McIsaac & Partners
Maine
$9K
WWM
1547
Wolff Wiese Magana
California
$8.96K
S
1548
Sachetta
Massachusetts
$8.41K
BCM
1549
Boreal Capital Management
Florida
$8.09K
ACM
1550
Anfield Capital Management
California
$8K