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Truist Financial

1,465 hedge funds and large institutions have $40.6B invested in Truist Financial in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 546 increasing their positions, 561 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
+55
Holders Change %
+3.9%
% of All Funds
21.19%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
150
Increased
546
Reduced
561
Closed
81
Calls
$485M
Puts
$347M
Net Calls
+$138M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
501
Apollon Wealth Management
South Carolina
$2.1M +$262K +6,136 +14%
PS
502
Principal Securities
Iowa
$2.09M +$77.5K +1,812 +4%
BRWA
503
B. Riley Wealth Advisors
Florida
$2.08M -$216K -5,132 -9%
DEM
504
Disciplined Equity Management
Florida
$2.08M -$114K -2,670 -5%
IGAM
505
iA Global Asset Management
Quebec, Canada
$2.06M +$1.42M +33,145 +220%
PFA
506
Pathway Financial Advisers
Indiana
$2.06M +$2.31K +54 +0.1%
MIM
507
Morningstar Investment Management
Illinois
$2.06M -$1.09M -25,082 -35%
SWM
508
SeaCrest Wealth Management
New York
$2.04M -$19.9K -466 -1%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$2.03M +$418K +9,769 +26%
B
510
Bailard
California
$2.03M -$27.8K -650 -1%
FAB
511
First American Bank
Illinois
$2.03M +$181K +4,230 +10%
Walleye Capital
512
Walleye Capital
New York
$2.02M +$644K +15,056 +47%
CANC
513
Culbertson A N & Co
Virginia
$2.01M -$81.1K -1,895 -4%
ZIC
514
ZWJ Investment Counsel
Georgia
$2M -$30.9K -723 -2%
AssetMark Inc
515
AssetMark Inc
California
$1.99M +$274K +6,407 +16%
OAC
516
OMERS Administration Corp
Ontario, Canada
$1.98M
MIM
517
Marco Investment Management
Georgia
$1.98M
AF
518
Allworth Financial
California
$1.97M +$84.3K +1,970 +4%
OWA
519
Octavia Wealth Advisors
Ohio
$1.97M +$619K +14,474 +46%
ABTD
520
Arvest Bank Trust Division
Oklahoma
$1.96M +$1.96M +45,836 New
SCA
521
Stonebridge Capital Advisors
Minnesota
$1.96M -$492K -11,492 -20%
EF
522
Empirical Finance
Pennsylvania
$1.95M +$36.4K +851 +2%
CIA
523
Compass Ion Advisors
Pennsylvania
$1.94M +$1.94M +45,351 New
GT
524
Glenmede Trust
Pennsylvania
$1.93M -$97.7K -2,284 -5%
PFS
525
Prospera Financial Services
Texas
$1.92M -$140K -3,281 -7%