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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 %
CCA
701
Cravens & Co Advisors
Tennessee
$804K +$39 +1 +0%
VFA
702
Valeo Financial Advisors
Indiana
$803K -$80.7K -2,078 -9%
CA
703
Cornerstone Advisors
North Carolina
$800K -$1.18M -30,500 -60%
KWA
704
Kingswood Wealth Advisors
California
$799K +$335K +8,626 +72%
EGM
705
Engineers Gate Manager
New York
$798K -$2.97M -76,457 -79%
ACA
706
Aptus Capital Advisors
Alabama
$798K -$1.17M -29,996 -59%
MCWS
707
McKinley Carter Wealth Services
West Virginia
$793K -$90.2K -2,322 -10%
CA
708
Cornerstone Advisory
Maryland
$791K +$27.5K +708 +4%
LA
709
LVW Advisors
New York
$784K -$57.8K -1,489 -7%
MWA
710
Midland Wealth Advisors
Illinois
$780K -$76.6K -1,971 -9%
LIM
711
Leavell Investment Management
Alabama
$774K -$89K -2,289 -10%
SFI
712
Siemens Fonds Invest
Germany
$773K +$16.8K +432 +2%
TIA
713
Trust Investment Advisors
Indiana
$773K +$33.9K +872 +5%
FOFP
714
Fee-Only Financial Planning
South Carolina
$772K -$5.13K -132 -0.7%
LGA
715
Lebenthal Global Advisors
New York
$767K -$699 -18 -0.1%
IPW
716
Impact Partnership Wealth
Georgia
$760K +$84.5K +2,175 +13%
HAG
717
HF Advisory Group
Maryland
$757K +$347K +8,934 +85%
SPC
718
Sigma Planning Corp
Michigan
$752K +$151K +3,885 +25%
TTWM
719
TCV Trust & Wealth Management
Virginia
$752K +$7.77K +200 +1%
Nomura Holdings
720
Nomura Holdings
Japan
$752K +$338K +8,710 +82%
P
721
Pitcairn
Pennsylvania
$748K +$27K +694 +4%
IWA
722
Icon Wealth Advisors
Texas
$746K -$7.37K -165 -1%
ECA
723
Elevated Capital Advisors
Utah
$746K +$746K +19,205 New
UB
724
UMB Bank
Missouri
$740K -$13.1K -338 -2%
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$739K -$39.2K -1,009 -5%