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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
MFA
1726
Mayflower Financial Advisors
Massachusetts
BRWA
1727
B. Riley Wealth Advisors
Florida
BCM
1728
Boltwood Capital Management
California
CIP
1729
Convergence Investment Partners
Florida
WWM
1730
Western Wealth Management
Colorado
RWC
1731
Rare Wolf Capital
Washington
SHFP
1732
Second Half Financial Partners
Florida
Capstone Investment Advisors
1733
Capstone Investment Advisors
New York
LAM
1734
Longboard Asset Management
Arizona
CWMS
1735
Cannon Wealth Management Services
North Carolina
CB
1736
Chris Bulman
California
HAM
1737
Harmony Asset Management
Arizona
EIP
1738
Ellis Investment Partners
Pennsylvania
NFSG
1739
Newbridge Financial Services Group
Florida
WWC
1740
Waypoint Wealth Counsel
Georgia
TW
1741
Tempo Wealth
Ohio
SA
1742
Stewardship Advisors
Pennsylvania
JWWM
1743
Johnson & White Wealth Management
Pennsylvania
SIM
1744
Sentry Investment Management
Wisconsin
WSC
1745
Wellington Shields & Co
New York
AC
1746
AlphaCore Capital
California
EW
1747
Elyxium Wealth
California
FHA
1748
Flagship Harbor Advisors
Massachusetts
TH
1749
TCTC Holdings
Texas
DT
1750
DV Trading
Illinois