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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
BHWM
1576
Bay Harbor Wealth Management
Maryland
$6.57K
SA
1577
Scarborough Advisors
Maryland
$6.53K
DSC
1578
Daytona Street Capital
Missouri
$6.3K
DPW
1579
DiNuzzo Private Wealth
Pennsylvania
$6.12K
SIA
1580
Sit Investment Associates
Minnesota
$6K
T
1581
Tidemark
California
$5.84K
JGCM
1582
Joseph Group Capital Management
Ohio
$5.79K
SIC
1583
SJS Investment Consulting
Ohio
$5.66K
RWM
1584
RMG Wealth Management
Wisconsin
$5.42K
IWS
1585
Intentional Wealth Strategies
Colorado
$5.38K
KCM
1586
Key Capital Management
Tennessee
$5.15K
SIM
1587
Synergy Investment Management
Florida
$5.06K
SFG
1588
Strive Financial Group
Indiana
$5K
UFPG
1589
United Financial Planning Group
New York
$4.83K
MAM
1590
Marquette Asset Management
Minnesota
$4.69K
NWS
1591
Nvest Wealth Strategies
Ohio
$4.6K
WCM
1592
Westend Capital Management
California
$4.6K
FCAS
1593
First Command Advisory Services
Texas
$4.55K
DWM
1594
Darwin Wealth Management
Florida
$4.47K
Kayne Anderson Rudnick Investment Management
1595
Kayne Anderson Rudnick Investment Management
California
$4.37K
MWM
1596
Mosley Wealth Management
California
$4.12K
PWM
1597
Proathlete Wealth Management
Florida
$4.09K
DIP
1598
DT Investment Partners
Pennsylvania
$4.05K
VWM
1599
Vermillion Wealth Management
Minnesota
$3.95K
BDPWM
1600
Barnes Dennig Private Wealth Management
Ohio
$3.91K