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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 %
CCWM
901
Cassaday & Co Wealth Management
Virginia
$424K -$1.28K -33 -0.3%
LCGC
902
Legacy Capital Group California
California
$424K +$4.16K +107 +1%
AWAP
903
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$423K -$20.5K -527 -5%
PL
904
Perpetual Ltd
Australia
$422K
FPWM
905
FSB Premier Wealth Management
Iowa
$420K -$53K -1,364 -11%
PHWM
906
Pine Harbor Wealth Management
Maryland
$417K -$4.43K -114 -1%
TAM
907
Tocqueville Asset Management
New York
$416K -$6.99K -180 -2%
IA
908
IFP Advisors
Florida
$413K -$69.4K -1,786 -14%
WIC
909
Wilkins Investment Counsel
Massachusetts
$413K
GLA
910
Good Life Advisors
Pennsylvania
$412K +$14.5K +372 +4%
VP
911
Verum Partners
North Carolina
$411K +$10.1K +261 +3%
CAMV
912
Concord Asset Management (Virginia)
Virginia
$409K -$26.6K -685 -6%
CGL
913
Clarius Group LLC
Washington
$409K -$28.2K -727 -6%
1W
914
1776 Wealth
Georgia
$408K -$25.3K -650 -6%
CF
915
Convergence Financial
Missouri
$407K +$407K +10,486 New
AGWCA
916
Annis Gardner Whiting Capital Advisors
Florida
$407K +$225K +5,788 +124%
CWA
917
Centennial Wealth Advisory
Michigan
$405K +$54.7K +1,409 +16%
CCM
918
Chiron Capital Management
Florida
$404K -$7.69K -198 -2%
KMWM
919
Keudell/Morrison Wealth Management
Oregon
$404K -$5.44K -140 -1%
BCWM
920
Bartlett & Co Wealth Management
Ohio
$403K -$23.2K -598 -5%
SP
921
Successful Portfolios
Florida
$402K +$272 +7 +0.1%
WC
922
Whitney & Co
New York
$401K -$159K -4,100 -28%
FFM
923
Forum Financial Management
Illinois
$400K +$311 +8 +0.1%
THWM
924
Taylor Hoffman Wealth Management
Virginia
$400K
BWP
925
BSW Wealth Partners
Colorado
$397K -$29.3K -753 -7%