We are live on ! Find out more
TFC icon

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
AHL
1701
Abel Hall LLC
Louisiana
ICP
1702
Interchange Capital Partners
Pennsylvania
BWM
1703
Baron Wealth Management
Michigan
PAS
1704
Parsonex Advisory Services
Colorado
BWP
1705
Balboa Wealth Partners
Arizona
PRP
1706
Peak Retirement Planning
Ohio
PCM
1707
Payne Capital Management
New York
MWA
1708
Midland Wealth Advisors
Illinois
AAS
1709
Annex Advisory Services
Wisconsin
CNC
1710
Citizens & Northern Corp
Pennsylvania
FFWM
1711
Future Financial Wealth Management
Ohio
M1FG
1712
Mach-1 Financial Group
Arkansas
CGFA
1713
Colton Groome Financial Advisors
North Carolina
MCM
1714
Mill Capital Management
North Carolina
WA
1715
WESPAC Advisors
California
LAS
1716
Lloyd Advisory Services
Georgia
NF
1717
Nikulski Financial
Iowa
FFN
1718
Focus Financial Network
Minnesota
IC
1719
Inscription Capital
Texas
BFS
1720
Bradley Foster & Sargent
Connecticut
IA
1721
Insight Advisors
Pennsylvania
BAM
1722
Blueshift Asset Management
New Jersey
DWM
1723
Drive Wealth Management
Utah
SCM
1724
Saxony Capital Management
Missouri
KCIC
1725
Kuhn & Co Investment Counsel
Illinois