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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
CIAS
1601
CBIZ Investment Advisory Services
Ohio
$2.53K
AIA
1602
Aventus Investment Advisors
Florida
$2.3K
PUI
1603
Purpose Unlimited Inc
$2.07K
QWM
1604
Quaker Wealth Management
New Jersey
$1.98K
WA
1605
WestEnd Advisors
North Carolina
$1.89K
CCMI
1606
Creative Capital Management Investments
California
$1.79K
DWS
1607
Dynamic Wealth Strategies
California
$1.7K
TWM
1608
TopTier Wealth Management
Wisconsin
$1.56K
1CP
1609
1015 Capital Partners
Pennsylvania
$1.47K
TFM
1610
TFC Financial Management
Massachusetts
$1.43K
HIA
1611
HFM Investment Advisors
New Jersey
$1.43K
NWM
1612
Nova Wealth Management
Florida
$1.22K
HFM
1613
Harvest Fund Management
China
$1K
NL
1614
NorthAvenue LLC
Ohio
$966
SGFG
1615
Silver Grove Financial Group
New York
$965
SVCP
1616
Silicon Valley Capital Partners
California
$743
DCM
1617
Davis Capital Management
Florida
$552
SA
1618
Seneschal Advisors
Washington
$552
BIM
1619
Breakwater Investment Management
Washington
$506
DFA
1620
DHJJ Financial Advisors
Illinois
$460
PWA
1621
Portus Wealth Advisors
North Carolina
$460
FPF
1622
First Pacific Financial
Washington
$414
MB
1623
MidFirst Bank
Oklahoma
$414
YDMI
1624
Y.D. More Investments
Israel
$385
WBC
1625
West Branch Capital
Massachusetts
$322