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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
CTWM
1601
Cherry Tree Wealth Management
Minnesota
$3.59K
FMP
1602
Financial Management Professionals
Texas
$3.49K
CFG
1603
Clayton Financial Group
Missouri
$3.26K
BH
1604
Burk Holdings
Oklahoma
$3.26K
FFA
1605
Frazier Financial Advisors
Ohio
$3.13K
RWS
1606
Retirement Wealth Solutions
Wisconsin
$3.13K
LWM
1607
Lodestone Wealth Management
Washington
$2.99K
CWP
1608
Clark Wealth Partners
Illinois
$2.94K
BHWM
1609
Beaird Harris Wealth Management
Texas
$2.9K
RS
1610
Rakuten Securities
Japan
$2.8K
AF
1611
Abound Financial
California
$2.67K
CIAS
1612
CBIZ Investment Advisory Services
Ohio
$2.53K
AIA
1613
Aventus Investment Advisors
Florida
$2.3K
PUI
1614
Purpose Unlimited Inc
$2.07K
QWM
1615
Quaker Wealth Management
New Jersey
$1.98K
WA
1616
WestEnd Advisors
North Carolina
$1.89K
CCMI
1617
Creative Capital Management Investments
California
$1.79K
DWS
1618
Dynamic Wealth Strategies
California
$1.7K
TWM
1619
TopTier Wealth Management
Wisconsin
$1.56K
1CP
1620
1015 Capital Partners
Pennsylvania
$1.47K
TFM
1621
TFC Financial Management
Massachusetts
$1.43K
HIA
1622
HFM Investment Advisors
New Jersey
$1.43K
NWM
1623
Nova Wealth Management
Florida
$1.22K
HFM
1624
Harvest Fund Management
China
$1K
NL
1625
NorthAvenue LLC
Ohio
$966