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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
M1FG
1701
Mach-1 Financial Group
Arkansas
CGFA
1702
Colton Groome Financial Advisors
North Carolina
MCM
1703
Mill Capital Management
North Carolina
WA
1704
WESPAC Advisors
California
LAS
1705
Lloyd Advisory Services
Georgia
NF
1706
Nikulski Financial
Iowa
FFN
1707
Focus Financial Network
Minnesota
IC
1708
Inscription Capital
Texas
BFS
1709
Bradley Foster & Sargent
Connecticut
IA
1710
Insight Advisors
Pennsylvania
BAM
1711
Blueshift Asset Management
New Jersey
DWM
1712
Drive Wealth Management
Utah
SCM
1713
Saxony Capital Management
Missouri
KCIC
1714
Kuhn & Co Investment Counsel
Illinois
MFA
1715
Mayflower Financial Advisors
Massachusetts
BRWA
1716
B. Riley Wealth Advisors
Florida
BCM
1717
Boltwood Capital Management
California
CIP
1718
Convergence Investment Partners
Florida
RWC
1719
Rare Wolf Capital
Washington
SHFP
1720
Second Half Financial Partners
Florida
Capstone Investment Advisors
1721
Capstone Investment Advisors
New York
LAM
1722
Longboard Asset Management
Arizona
CWMS
1723
Cannon Wealth Management Services
North Carolina
HAM
1724
Harmony Asset Management
Arizona
CB
1725
Chris Bulman
California