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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 %
FTWA
826
Fifth Third Wealth Advisors
Ohio
$654K +$8K +187 +1%
DCM
827
Driehaus Capital Management
Illinois
$652K +$126K +2,942 +24%
WT
828
Whittier Trust
California
$651K -$112K -2,617 -15%
STA
829
Summit Trail Advisors
New York
$651K +$46.2K +1,081 +8%
TIM
830
Thompson Investment Management
Wisconsin
$649K -$11.2K -261 -2%
MCM
831
MAI Capital Management
Ohio
$648K -$103K -2,398 -14%
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$645K +$31.4K +735 +5%
WQ
833
Wealth Quarterback
New Jersey
$642K -$9.28K -217 -1%
BAM
834
Bayview Asset Management
Florida
$642K -$107K -2,500 -14%
BFIM
835
Beese Fulmer Investment Management
Ohio
$641K +$18.9K +442 +3%
BPA
836
Beacon Pointe Advisors
California
$640K -$268K -6,260 -29%
GWANC
837
Guardian Wealth Advisors (North Carolina)
North Carolina
$637K +$46.7K +1,093 +8%
HPC
838
HM Payson & Co
Maine
$636K -$63.5K -1,485 -9%
ECM
839
Evergreen Capital Management
Washington
$632K +$23.4K +548 +4%
SB
840
Strategic Blueprint
Georgia
$631K -$40.2K -939 -6%
TBA
841
Tower Bridge Advisors
Pennsylvania
$628K -$111K -2,600 -15%
MMHP
842
Murphy Middleton Hinkle & Parker
Georgia
$628K -$1.54K -36 -0.2%
PAM
843
Panagora Asset Management
Massachusetts
$626K -$11M -257,824 -95%
RFA
844
Register Financial Advisors
Georgia
$625K -$59.8K -1,398 -9%
FCCM
845
First City Capital Management
Georgia
$624K +$140K +3,272 +29%
MC
846
Montag & Caldwell
Georgia
$623K
DWAM
847
Duncan Williams Asset Management
Tennessee
$622K +$278K +6,508 +81%
FMII
848
Farmers & Merchants Investments Inc
Nebraska
$620K -$193K -4,521 -24%
SHWM
849
Smith & Howard Wealth Management
Georgia
$620K
WIA
850
World Investment Advisors
California
$620K +$101K +2,355 +19%