TFC icon

Truist Financial

1,412 hedge funds and large institutions have $36.9B invested in Truist Financial in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 540 increasing their positions, 561 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,412
Holders Change
+23
Holders Change %
+1.66%
% of All Funds
20.47%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
131
Increased
540
Reduced
561
Closed
92
Calls
$499M
Puts
$353M
Net Calls
+$146M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Shares
Change %
MS
676
Madden Securities
Texas
$1M -$58.5K -1,500 -6%
IWC
677
Integrated Wealth Concepts
Massachusetts
$994K -$12K -308 -1%
CFB
678
Cullen/Frost Bankers
Texas
$986K -$263K -6,735 -21%
MNBTD
679
Moody National Bank Trust Division
Texas
$984K -$113K -2,906 -10%
TIAA Trust, National Association
680
TIAA Trust, National Association
North Carolina
$977K -$22.5K -576 -2%
SAMT
681
Select Asset Management & Trust
Pennsylvania
$973K
WCBA
682
Weaver C. Barksdale & Associates
Tennessee
$972K -$8K -205 -0.8%
KLCM
683
KG&L Capital Management
Louisiana
$971K -$79.3K -2,035 -8%
SVWAG
684
Sound View Wealth Advisors Group
Georgia
$966K -$14.2K -365 -1%
BIM
685
Bridges Investment Management
Nebraska
$961K
Wolverine Trading
686
Wolverine Trading
Illinois
$960K -$2.06M -52,805 -68%
GWM
687
Glass Wealth Management
Texas
$959K +$959K +24,595 New
LAS
688
Lloyd Advisory Services
Georgia
$954K +$647K +16,602 +211%
LWAM
689
Legacy Wealth Asset Management
Minnesota
$951K +$7.02K +180 +0.7%
TCOTS
690
Trust Company of the South
North Carolina
$949K -$67.2K -1,725 -7%
RFG
691
RFP Financial Group
Georgia
$948K +$40.4K +1,037 +4%
SFG
692
Summit Financial Group
West Virginia
$946K
CFCI
693
Comprehensive Financial Consultants Institutional
Indiana
$944K +$7.56K +194 +0.8%
HI
694
Horizon Investments
North Carolina
$941K +$3.96K +103 +0.4%
BJL
695
Brighton Jones LLC
Washington
$940K -$140K -3,598 -13%
BAM
696
Bayview Asset Management
Florida
$936K +$936K +24,000 New
MFG
697
Merit Financial Group
Georgia
$935K +$355K +9,150 +61%
GT
698
Glenview Trust
Kentucky
$933K -$19.9K -510 -2%
BP
699
Ballentine Partners
Massachusetts
$932K +$14.8K +380 +2%
PA
700
Profund Advisors
Maryland
$928K -$67.2K -1,725 -7%