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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
PMFA
1551
Plante Moran Financial Advisors
Michigan
$7.95K
SC
1552
Swan Capital
Florida
$7.82K
HCM
1553
Hollencrest Capital Management
California
$7.72K
CFM
1554
Cornerstone Financial Management
Massachusetts
$7.72K
CA
1555
Crewe Advisors
Utah
$7.72K
OCM
1556
Osbon Capital Management
Massachusetts
$7.46K
CB
1557
Centennial Bank
Arkansas
$7.4K
KFI
1558
Key Financial Inc
Pennsylvania
$7.17K
FFL
1559
Financial Freedom LLC
Ohio
$7.04K
NL
1560
NVWM LLC
Pennsylvania
$7K
FGA
1561
Fortis Group Advisors
New Jersey
$6.9K
EFMH
1562
E Fund Management (HK)
Hong Kong
$6.76K
MAS
1563
MPWM Advisory Solutions
Georgia
$6.74K
AIS
1564
Advocate Investing Services
Maryland
$6.57K
BHWM
1565
Bay Harbor Wealth Management
Maryland
$6.57K
SA
1566
Scarborough Advisors
Maryland
$6.53K
DSC
1567
Daytona Street Capital
Missouri
$6.3K
DPW
1568
DiNuzzo Private Wealth
Pennsylvania
$6.12K
SIA
1569
Sit Investment Associates
Minnesota
$6K
T
1570
Tidemark
California
$5.84K
JGCM
1571
Joseph Group Capital Management
Ohio
$5.79K
SIC
1572
SJS Investment Consulting
Ohio
$5.66K
RWM
1573
RMG Wealth Management
Wisconsin
$5.42K
IWS
1574
Intentional Wealth Strategies
Colorado
$5.38K
KCM
1575
Key Capital Management
Tennessee
$5.15K