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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
RAM
1751
Ramirez Asset Management
New York
VWWMG
1752
Vermillion & White Wealth Management Group
Pennsylvania
CWA
1753
Carolina Wealth Advisors
South Carolina
EPG
1754
Estate Planners Group
Pennsylvania
MIFH
1755
Migdal Insurance & Financial Holdings
Israel
HHMI
1756
Howard Hughes Medical Institute
Maryland
EWA
1757
EQ Wealth Advisors
Texas
SA
1758
Strategic Advocates
Utah
TPBG
1759
Turning Point Benefit Group
Maryland
GAFA
1760
Garton & Associates Financial Advisors
Kentucky
IWM
1761
IMG Wealth Management
Florida
LB
1762
Legacy Bridge
Iowa
FFC
1763
First Financial Corp
Indiana
WFA
1764
West Financial Advisors
Iowa
DF
1765
DecisionPoint Financial
Arizona
QA
1766
Quattro Advisors
Pennsylvania
BGA
1767
Battery Global Advisors
Massachusetts
NL
1768
Navalign LLC
California
RFA
1769
Reyes Financial Architecture
California
DAL
1770
Delta Accumulation LLC
California
CNBT
1771
Cornerstone National Bank & Trust
Illinois
LC
1772
Luminist Capital
Michigan
AW
1773
Ankerstar Wealth
Texas
WW
1774
Winnow Wealth
Texas
MWM
1775
Mascoma Wealth Management
New Hampshire