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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
SIM
1576
Synergy Investment Management
Florida
$5.06K
SFG
1577
Strive Financial Group
Indiana
$5K
UFPG
1578
United Financial Planning Group
New York
$4.83K
MAM
1579
Marquette Asset Management
Minnesota
$4.69K
NWS
1580
Nvest Wealth Strategies
Ohio
$4.6K
WCM
1581
Westend Capital Management
California
$4.6K
FCAS
1582
First Command Advisory Services
Texas
$4.55K
DWM
1583
Darwin Wealth Management
Florida
$4.47K
Kayne Anderson Rudnick Investment Management
1584
Kayne Anderson Rudnick Investment Management
California
$4.37K
MWM
1585
Mosley Wealth Management
California
$4.12K
PWM
1586
Proathlete Wealth Management
Florida
$4.09K
DIP
1587
DT Investment Partners
Pennsylvania
$4.05K
VWM
1588
Vermillion Wealth Management
Minnesota
$3.95K
BDPWM
1589
Barnes Dennig Private Wealth Management
Ohio
$3.91K
CTWM
1590
Cherry Tree Wealth Management
Minnesota
$3.59K
FMP
1591
Financial Management Professionals
Texas
$3.49K
CFG
1592
Clayton Financial Group
Missouri
$3.26K
BH
1593
Burk Holdings
Oklahoma
$3.26K
FFA
1594
Frazier Financial Advisors
Ohio
$3.13K
RWS
1595
Retirement Wealth Solutions
Wisconsin
$3.13K
LWM
1596
Lodestone Wealth Management
Washington
$2.99K
CWP
1597
Clark Wealth Partners
Illinois
$2.94K
BHWM
1598
Beaird Harris Wealth Management
Texas
$2.9K
RS
1599
Rakuten Securities
Japan
$2.8K
AF
1600
Abound Financial
California
$2.67K