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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 %
FAIM
751
Financial Advocates Investment Management
Washington
$817K +$5.22K +122 +0.6%
DWA
752
Douglass Winthrop Advisors
New York
$812K +$45.5K +1,064 +6%
NW
753
NewEdge Wealth
Pennsylvania
$811K +$489K +11,435 +152%
AT
754
American Trust
Kentucky
$811K +$2.01K +47 +0.2%
TAM
755
Todd Asset Management
Kentucky
$810K
RWB
756
RMR Wealth Builders
New Jersey
$806K
FCB
757
First County Bank
Connecticut
$797K -$219K -5,119 -22%
CL
758
CSS LLC
Illinois
$796K
CWP
759
Concord Wealth Partners
Virginia
$790K -$2.35M -54,946 -75%
I
760
INVST
Indiana
$787K -$14.5K -340 -2%
MFG
761
Menard Financial Group
Texas
$783K +$20.9K +489 +3%
MIH
762
Meitav Investment House
Israel
$781K +$23.9K +545 +3%
TG
763
TCW Group
California
$780K -$18.3K -427 -2%
P
764
Pitcairn
Pennsylvania
$779K -$44.2K -1,034 -5%
LCM
765
Leisure Capital Management
California
$777K +$35K +819 +5%
SAM
766
Smartleaf Asset Management
Massachusetts
$775K +$101K +2,376 +15%
FMN
767
Financial Management Network
California
$773K +$1.36K +32 +0.2%
SSWM
768
Sheets Smith Wealth Management
North Carolina
$772K -$1.45K -34 -0.2%
ECA
769
Elevated Capital Advisors
Utah
$770K -$51.2K -1,197 -6%
MWA
770
Midland Wealth Advisors
Illinois
$762K -$97.4K -2,278 -11%
BFW
771
Brady Family Wealth
Missouri
$755K
CCP
772
Cunning Capital Partners
North Carolina
$748K
APC
773
Aspire Private Capital
North Carolina
$747K +$95.8K +2,240 +15%
FHA
774
First Horizon Advisors
Tennessee
$744K -$144K -3,364 -16%
IAS
775
Insigneo Advisory Services
Florida
$743K +$167K +3,908 +29%