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Truist Financial

1,410 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 566 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
566
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
601
Nicolet Bankshares
Wisconsin
$1.23M -$11.5K -295 -0.9%
OWA
602
Octavia Wealth Advisors
Ohio
$1.22M +$405K +10,419 +49%
William Blair & Company
603
William Blair & Company
Illinois
$1.19M -$173K -4,448 -13%
FIA
604
Foundations Investment Advisors
Arizona
$1.19M -$10.9K -280 -0.9%
TFG
605
Taylor Financial Group
Virginia
$1.19M -$3.65K -94 -0.3%
BWM
606
BCS Wealth Management
Tennessee
$1.18M -$5.01K -129 -0.4%
JIP
607
Jaffetilchin Investment Partners
Florida
$1.17M +$15.3K +394 +1%
WF
608
Welch & Forbes
Massachusetts
$1.17M -$371K -9,534 -24%
BMA
609
Brooks Moore & Associates
Tennessee
$1.17M -$220K -5,663 -16%
BHBT
610
Burke & Herbert Bank & Trust
Virginia
$1.14M +$925K +23,812 +428%
MFG
611
Merit Financial Group
Georgia
$1.14M +$202K +5,199 +22%
VSQM
612
V-Square Quantitative Management
Illinois
$1.13M +$43K +1,107 +4%
BO
613
Bank OZK
Arkansas
$1.13M -$63.4K -1,632 -5%
Acadian Asset Management
614
Acadian Asset Management
Massachusetts
$1.11M +$1.11M +28,636 New
VFA
615
Voya Financial Advisors
Connecticut
$1.11M +$12.1K +320 +1%
LCM
616
Landscape Capital Management
New Jersey
$1.1M +$1.1M +28,362 New
FRA
617
Frank Rimerman Advisors
California
$1.1M +$1.1M +28,241 +53,285%
AF
618
Ally Financial
Michigan
$1.09M
FFA
619
Founders Financial Alliance
North Carolina
$1.08M -$1.13K -29 -0.1%
ONST
620
Old North State Trust
North Carolina
$1.08M
DADC
621
D.A. Davidson & Co
Montana
$1.07M -$86.2K -2,221 -7%
WBWA
622
William B. Walkup & Associates
South Carolina
$1.07M +$1.07M +27,429 New
CFCI
623
Comprehensive Financial Consultants Institutional
Indiana
$1.06M +$123K +3,162 +13%
DAC
624
Dividend Assets Capital
South Carolina
$1.06M
LBC
625
Lowe Brockenbrough & Co
Virginia
$1.05M