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Truist Financial

1,694 hedge funds and large institutions have $46.6B invested in Truist Financial in 2026 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 629 increasing their positions, 663 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 95

50% more call options, than puts

Call options by funds: $349M | Put options by funds: $232M

8% more capital invested

Capital invested by funds: $43.2B → $46.6B (+$3.38B)

3% more funds holding

Funds holding: 1,6481,694 (+46)

0.08% more ownership

Funds ownership: 75.24%75.32% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

5% less repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 663

Holders
1,694
Holders Change
+46
Holders Change %
+2.79%
% of All Funds
20.46%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
170
Increased
629
Reduced
663
Closed
95
Calls
$349M
Puts
$232M
Net Calls
+$116M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1751
Broadleaf Partners
Ohio
-$203K -4,410 Closed
AO
1752
Advisor OS
Illinois
-$200K -4,359 Closed
QFW
1753
QTR Family Wealth
Florida
-$214K -4,311 Closed
SOW
1754
State of Wyoming
Wyoming
-$196K -4,256 Closed
UFF
1755
USA Financial Formulas
Michigan
-$177K -3,841 Closed
RFP
1756
Root Financial Partners
California
-$159K -3,464 Closed
GAA
1757
Global Assets Advisory
Florida
-$142K -3,088 Closed
CW
1758
Curio Wealth
Maryland
-$139K -3,026 Closed
CIR
1759
Clear Investment Research
Georgia
-$107K -2,324 Closed
MWM
1760
Magnolia Wealth Management
Alabama
-$87.5K -1,904 Closed
EC
1761
Elequin Capital
New York
-$64.7K -1,407 Closed
RMC
1762
Resources Management Corp
Connecticut
-$61K -1,331 Closed
CM
1763
Capula Management
Cayman Islands
-$65.1K -1,323 Closed
WSFG
1764
Wall Street Financial Group
Illinois
-$55K -1,196 Closed
IAAG
1765
Innovative Asset Advisors Group
Connecticut
-$53.2K -1,157 Closed
TIAA Trust, National Association
1766
TIAA Trust, National Association
North Carolina
-$50.2K -1,091 Closed
CA
1767
Cache Advisors
California
-$46K -1,000 Closed
MTIC
1768
Missouri Trust & Investment Company
Missouri
-$39.3K -854 Closed
TPWA
1769
Twin Peaks Wealth Advisors
California
-$38.9K -847 Closed
WFAG
1770
Worth Financial Advisory Group
North Carolina
-$326K -825 Closed
MFC
1771
Mechanics Financial Corp
Ohio
-$27.6K -600 Closed
DI
1772
DAGCO Inc
Ohio
-$25.8K -562 Closed
OWA
1773
Opal Wealth Advisors
New York
-$23.3K -508 Closed
PL
1774
Protective Life
Alabama
-$20.4K -444 Closed
LWMI
1775
Legacy Wealth Management (Idaho)
Idaho
-$19.4K -422 Closed

TFC Hedge Fund Activity: Q2 2026 in Review

1,694 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2026, worth a combined $46.6B — up 7.8% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new TFC positions and 95 closed out — a net gain of 75 holders — while 629 added to existing stakes and 663 trimmed.

The largest buyer was Vanguard Portfolio Management, adding an estimated $875M. The largest seller was Victory Capital Management, cutting an estimated $553M.

  • 1,694 institutional investors held Truist Financial (TFC) as of Q2 2026, up from 1,648 in Q1 2026.
  • Funds reported $46.6B of Truist Financial stock for Q2 2026, up 7.8% quarter-over-quarter.
  • 170 funds opened new Truist Financial positions in Q2 2026 and 95 closed out, a net change of +75 holders.
  • The largest Truist Financial buyer in Q2 2026 was Vanguard Portfolio Management, an estimated $875M added.
  • The largest Truist Financial seller in Q2 2026 was Victory Capital Management, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2026.