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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 %
TCM
851
Teza Capital Management
Illinois
$618K +$63.1K +1,475 +11%
EWA
852
EP Wealth Advisors
California
$617K +$235K +5,505 +62%
HPM
853
Hoxton Planning & Management
West Virginia
$602K +$177K +4,141 +42%
CCA
854
Cobblestone Capital Advisors
New York
$601K +$14.5K +339 +2%
PWM
855
Prosperity Wealth Management
California
$600K
EHWM
856
Eads & Heald Wealth Management
Georgia
$599K +$258K +6,042 +76%
NGA
857
Naples Global Advisors
Florida
$598K +$22.2K +518 +4%
PI
858
PFG Investments
New York
$595K -$44.3K -1,036 -7%
PPWP
859
Premier Path Wealth Partners
New Jersey
$595K +$1.63K +38 +0.3%
FG
860
Fiduciary Group
Georgia
$592K -$20.6K -481 -3%
CI
861
Cigna Investments
Connecticut
$592K -$4.88K -114 -0.8%
CW
862
CreativeOne Wealth
Kansas
$592K +$265K +6,190 +81%
WHG
863
Westwood Holdings Group
Texas
$591K -$73.6K -1,721 -11%
HNB
864
Hilltop National Bank
Wyoming
$589K -$7.57K -177 -1%
PIFP
865
Partners in Financial Planning
Virginia
$585K +$1.67K +39 +0.3%
MFG
866
Merit Financial Group
Georgia
$585K -$666K -15,577 -53%
BW
867
Bison Wealth
Georgia
$585K -$430K -10,051 -42%
GWM
868
Geneos Wealth Management
Colorado
$584K +$73.8K +1,725 +14%
IMRF
869
Illinois Municipal Retirement Fund
Illinois
$582K +$582K +13,599 New
AIP
870
Ameritas Investment Partners
Nebraska
$580K -$22.1K -517 -4%
AMIM
871
Aull & Monroe Investment Management
Alabama
$579K -$55.9K -1,308 -9%
CCWM
872
Cassaday & Co Wealth Management
Virginia
$579K +$112K +2,617 +24%
PH
873
Pinnacle Holdings
Oklahoma
$578K
CWM
874
Centurion Wealth Management
Virginia
$576K +$576K +13,462 New
AIC
875
Archer Investment Corporation
Indiana
$574K