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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
SB
1676
SIG Brokerage
New York
NEI
1677
Northwest & Ethical Investments
Ontario, Canada
WHG
1678
Westwood Holdings Group
Texas
SSCA
1679
South Shore Capital Advisors
Massachusetts
BMM
1680
Berkshire Money Management
Massachusetts
CFSG
1681
Clark Financial Services Group
Missouri
CIAM
1682
Caitong International Asset Management
Hong Kong
FRM
1683
Fox Run Management
Connecticut
VI
1684
Versor Investments
New York
5W
1685
5T Wealth
California
Renaissance Technologies
1686
Renaissance Technologies
New York
WSCM
1687
Wellington Shields Capital Management
New York
NP
1688
Nilsine Partners
Colorado
FA
1689
Faithward Advisors
Pennsylvania
AHL
1690
Abel Hall LLC
Louisiana
ICP
1691
Interchange Capital Partners
Pennsylvania
BWM
1692
Baron Wealth Management
Michigan
PAS
1693
Parsonex Advisory Services
Colorado
BWP
1694
Balboa Wealth Partners
Arizona
PRP
1695
Peak Retirement Planning
Ohio
PCM
1696
Payne Capital Management
New York
MWA
1697
Midland Wealth Advisors
Illinois
AAS
1698
Annex Advisory Services
Wisconsin
CNC
1699
Citizens & Northern Corp
Pennsylvania
FFWM
1700
Future Financial Wealth Management
Ohio