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Truist Financial

1,694 hedge funds and large institutions have $46.6B invested in Truist Financial in 2026 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 629 increasing their positions, 663 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 95

50% more call options, than puts

Call options by funds: $349M | Put options by funds: $232M

8% more capital invested

Capital invested by funds: $43.2B → $46.6B (+$3.38B)

3% more funds holding

Funds holding: 1,6481,694 (+46)

0.08% more ownership

Funds ownership: 75.24%75.32% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 663

Holders
1,694
Holders Change
+46
Holders Change %
+2.79%
% of All Funds
20.46%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
170
Increased
629
Reduced
663
Closed
95
Calls
$349M
Puts
$232M
Net Calls
+$116M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1651
Fourth Dimension Wealth
Ohio
$3.59K +$3.54K +72 New
BH
1652
Burk Holdings
Oklahoma
$3.54K
APW
1653
Allied Private Wealth
Florida
$3.52K +$3.44K +70 New
DSC
1654
Daytona Street Capital
Missouri
$3.48K -$3.3K -67 -50%
RWS
1655
Retirement Wealth Solutions
Wisconsin
$3.24K -$148 -3 -4%
LWM
1656
Lodestone Wealth Management
Washington
$3.24K
BHWM
1657
Beaird Harris Wealth Management
Texas
$3.14K
CWP
1658
Clark Wealth Partners
Illinois
$3.09K -$98 -2 -3%
HIA
1659
HFM Investment Advisors
New Jersey
$3.09K +$1.52K +31 +100%
FFA
1660
Frazier Financial Advisors
Ohio
$2.94K -$443 -9 -13%
AF
1661
Abound Financial
California
$2.89K
CIAS
1662
CBIZ Investment Advisory Services
Ohio
$2.53K
AIA
1663
Aventus Investment Advisors
Florida
$2.49K
TFM
1664
TFC Financial Management
Massachusetts
$2.44K +$885 +18 +58%
TAP
1665
Tounjian Advisory Partners
Florida
$2.33K -$1.41M -28,645 -100%
MB
1666
MidFirst Bank
Oklahoma
$2.19K +$1.72K +35 +389%
FGC
1667
Financial Gravity Companies
Texas
$2.19K +$2.17K +44 New
WA
1668
WestEnd Advisors
North Carolina
$2.14K +$98 +2 +5%
AWM
1669
Aberdeen Wealth Management
Illinois
$1.99K +$1.97K +40 New
DAL
1670
Delta Accumulation LLC
California
$1.94K +$1.92K +39 New
QWM
1671
Quaker Wealth Management
New Jersey
$1.79K -$344 -7 -16%
1CP
1672
1015 Capital Partners
Pennsylvania
$1.74K +$148 +3 +9%
KPP
1673
Kings Path Partners
Texas
$1.54K +$295 +6 +24%
DCM
1674
Davis Capital Management
Florida
$1.54K +$935 +19 +158%
PJC
1675
Phillip James Consulting
Minnesota
$1.29K +$1.28K +26 New

TFC Hedge Fund Activity: Q2 2026 in Review

1,694 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2026, worth a combined $46.6B — up 7.8% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new TFC positions and 95 closed out — a net gain of 75 holders — while 629 added to existing stakes and 663 trimmed.

The largest buyer was Vanguard Portfolio Management, adding an estimated $875M. The largest seller was Victory Capital Management, cutting an estimated $553M.

  • 1,694 institutional investors held Truist Financial (TFC) as of Q2 2026, up from 1,648 in Q1 2026.
  • Funds reported $46.6B of Truist Financial stock for Q2 2026, up 7.8% quarter-over-quarter.
  • 170 funds opened new Truist Financial positions in Q2 2026 and 95 closed out, a net change of +75 holders.
  • The largest Truist Financial buyer in Q2 2026 was Vanguard Portfolio Management, an estimated $875M added.
  • The largest Truist Financial seller in Q2 2026 was Victory Capital Management, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2026.