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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 %
PCIA
926
Prime Capital Investment Advisors
Kansas
$394K +$10.1K +260 +3%
HL
927
HeadInvest LLC
Maine
$393K -$32.6K -840 -8%
RS
928
Rakuten Securities
Japan
$393K +$7.38K +190 +2%
CCG
929
Cypress Capital Group
Florida
$391K -$4.66K -120 -1%
AAI
930
American Assets Inc
California
$389K
WTC
931
WhitTier Trust Company
Nevada
$388K +$2.6K +67 +0.7%
NDSI
932
Newman Dignan & Sheerar Inc
Rhode Island
$387K +$2.53K +65 +0.7%
BC
933
Bridgefront Capital
Texas
$387K +$387K +9,956 New
SSWM
934
Smith Salley Wealth Management
North Carolina
$387K -$233K -6,001 -38%
WA
935
WealthTrust Axiom
Pennsylvania
$386K
HPM
936
Hoxton Planning & Management
West Virginia
$386K -$11.6K -298 -3%
MLA
937
My Legacy Advisors
Oregon
$386K -$39 -1 -0%
VA
938
Valmark Advisers
Ohio
$385K +$6.1K +157 +2%
VNA
939
Valley National Advisers
Pennsylvania
$384K -$18.2K -469 -5%
PA
940
Parallel Advisors
California
$382K +$18.4K +473 +5%
WPC
941
Wedmont Private Capital
Pennsylvania
$381K +$115K +2,844 +43%
SAA
942
Southeast Asset Advisors
Georgia
$379K
PI
943
Pettee Investors
Connecticut
$375K -$16.5K -425 -4%
WPW
944
Waldron Private Wealth
Pennsylvania
$375K +$161K +4,138 +75%
SMA
945
Sage Mountain Advisors
Georgia
$375K +$60.1K +1,547 +19%
VWM
946
Venturi Wealth Management
Texas
$374K +$19K +488 +5%
FFA
947
Farther Finance Advisors
California
$372K +$232K +5,912 +165%
NRI
948
NFP Retirement Inc
California
$372K +$427 +11 +0.1%
CBTWT
949
Community Bank & Trust (Waco, Texas)
Texas
$372K +$110K +2,842 +42%
HWA
950
Heartwood Wealth Advisors
Virginia
$370K +$107K +2,747 +40%