TFC icon

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 %
WQ
801
Wealth Quarterback
New Jersey
$592K -$101K -2,595 -15%
APC
802
Aspire Private Capital
North Carolina
$592K +$63.3K +1,629 +12%
BIA
803
Beacon Investment Advisors
Maryland
$588K +$236K +6,071 +67%
FTWA
804
Fifth Third Wealth Advisors
Ohio
$587K +$587K +15,104 New
OF
805
Outfitter Financial
Maine
$586K -$99.5K -2,560 -15%
IGAM
806
iA Global Asset Management
Quebec, Canada
$585K +$585K +15,052 New
PI
807
PFG Investments
New York
$581K +$6.76K +174 +1%
GGS
808
Galvin Gaustad & Stein
Arizona
$579K -$481K -12,391 -45%
AMIM
809
Aull & Monroe Investment Management
Alabama
$577K -$7.77K -200 -1%
MMHP
810
Murphy Middleton Hinkle & Parker
Georgia
$572K -$2.18K -56 -0.4%
CTI
811
Community Trust & Investment
Kentucky
$570K +$19.3K +496 +3%
MC
812
Montag & Caldwell
Georgia
$566K
EWM
813
Evercore Wealth Management
New York
$565K +$11.7K +300 +2%
BFIM
814
Beese Fulmer Investment Management
Ohio
$565K -$3.72M -95,839 -87%
SHWM
815
Smith & Howard Wealth Management
Georgia
$563K +$563K +14,486 New
IIM
816
INTECH Investment Management
Florida
$560K +$217K +5,585 +63%
WC
817
Waterloo Capital
Texas
$560K +$47.6K +1,225 +9%
PFGIA
818
Patriot Financial Group Insurance Agency
Massachusetts
$557K +$10.7K +275 +2%
FG
819
Fiduciary Group
Georgia
$557K -$27.6K -711 -5%
IAS
820
Insigneo Advisory Services
Florida
$554K -$37.6K -912 -6%
ECM
821
Evergreen Capital Management
Washington
$553K +$41.3K +1,063 +8%
VDI
822
Vaughan David Investments
Illinois
$552K -$63.8K -1,642 -10%
STA
823
Summit Trail Advisors
New York
$550K +$157K +4,037 +40%
LOPW
824
Live Oak Private Wealth
North Carolina
$548K +$107K +2,745 +24%
AIP
825
Ameritas Investment Partners
Nebraska
$547K -$13.4K -346 -2%