TFC icon

Truist Financial

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TTWM
726
TCV Trust & Wealth Management
Virginia
$1.06M -$30.6K -710 -3%
EIA
727
Edgemoor Investment Advisors
Maryland
$1.06M +$1.06M +24,600 New
MS
728
Maven Securities
Jersey
$1.06M -$184K -4,276 -15%
WANY
729
Wealthspire Advisors (New York)
New York
$1.05M +$184K +4,277 +21%
CWP
730
Curated Wealth Partners
California
$1.04M +$180K +4,190 +21%
AMIM
731
Aull & Monroe Investment Management
Alabama
$1.04M -$2.15K -50 -0.2%
SAM
732
Sabadell Asset Management
Spain
$1.04M
MCM
733
Monument Capital Management
Virginia
$1.03M -$20K -464 -2%
PIFP
734
Partners in Financial Planning
Virginia
$1.03M -$785 -18 -0.1%
MWM
735
Meridian Wealth Management
Kentucky
$1.02M +$235K +5,471 +30%
PWP
736
Phillips Wealth Planners
Mississippi
$1.02M +$1.02M +20,752 New
TNA
737
True North Advisors
Texas
$1.01M +$1.38K +32 +0.1%
NCM
738
Novare Capital Management
North Carolina
$1.01M +$248K +5,775 +33%
QCM
739
Quantinno Capital Management
New York
$1.01M +$642K +14,923 +176%
MAS
740
Meeder Advisory Services
Ohio
$1M +$1M +23,339 New
JCM
741
Jacobi Capital Management
Pennsylvania
$1M -$5.94K -138 -0.6%
CAC
742
Certified Advisory Corp
Florida
$999K +$861 +20 +0.1%
Vontobel Holding
743
Vontobel Holding
Switzerland
$999K +$123K +2,886 +14%
BJL
744
Brighton Jones LLC
Washington
$998K -$107K -2,480 -10%
AF
745
Allworth Financial
California
$987K +$50K +1,161 +5%
PGAM
746
Princeton Global Asset Management
New Jersey
$982K -$25.2K -586 -3%
FHA
747
First Horizon Advisors
Tennessee
$981K -$330K -7,675 -25%
GCC
748
Game Creek Capital
Massachusetts
$979K -$775K -18,000 -44%
BCP
749
Berkeley Capital Partners
Georgia
$978K +$36K +836 +4%
VF
750
Virtu Financial
New York
$976K +$976K +22,671 New