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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
EIP
1726
Ellis Investment Partners
Pennsylvania
NFSG
1727
Newbridge Financial Services Group
Florida
WWC
1728
Waypoint Wealth Counsel
Georgia
TW
1729
Tempo Wealth
Ohio
SA
1730
Stewardship Advisors
Pennsylvania
JWWM
1731
Johnson & White Wealth Management
Pennsylvania
SIM
1732
Sentry Investment Management
Wisconsin
WSC
1733
Wellington Shields & Co
New York
AC
1734
AlphaCore Capital
California
EW
1735
Elyxium Wealth
California
FHA
1736
Flagship Harbor Advisors
Massachusetts
TH
1737
TCTC Holdings
Texas
DT
1738
DV Trading
Illinois
RAM
1739
Ramirez Asset Management
New York
VWWMG
1740
Vermillion & White Wealth Management Group
Pennsylvania
CWA
1741
Carolina Wealth Advisors
South Carolina
EPG
1742
Estate Planners Group
Pennsylvania
MIFH
1743
Migdal Insurance & Financial Holdings
Israel
HHMI
1744
Howard Hughes Medical Institute
Maryland
EWA
1745
EQ Wealth Advisors
Texas
SA
1746
Strategic Advocates
Utah
TPBG
1747
Turning Point Benefit Group
Maryland
GAFA
1748
Garton & Associates Financial Advisors
Kentucky
IWM
1749
IMG Wealth Management
Florida
LB
1750
Legacy Bridge
Iowa