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 %
SB
951
Simmons Bank
Arkansas
$366K +$54.4K +1,400 +17%
SFP
952
Shepherd Financial Partners
Massachusetts
$365K +$9.83K +253 +3%
QCG
953
Quadrant Capital Group
Ohio
$364K +$114K +2,923 +45%
IWM
954
IHT Wealth Management
Illinois
$364K -$13.7K -353 -4%
FMP
955
Financial Management Professionals
Texas
$363K +$31.1K +800 +9%
FH
956
FWG Holdings
Florida
$363K
FWM
957
ForthRight Wealth Management
Georgia
$362K -$29.6K -761 -8%
RW
958
Rede Wealth
Virginia
$362K -$10.2K -262 -3%
MIM
959
MTM Investment Management
South Carolina
$357K +$699 +18 +0.2%
SAM
960
Summit Asset Management
Tennessee
$357K +$660 +17 +0.2%
MHS
961
M Holdings Securities
Oregon
$356K +$356K +9,155 New
PL
962
Parthenon LLC
Kentucky
$356K +$1.67K +43 +0.5%
EHC
963
Everett Harris & Co
California
$355K -$6.41K -165 -2%
AL
964
Aspiriant LLC
California
$354K -$73.2K -1,883 -17%
AT
965
Arlington Trust
Alabama
$353K +$184K +4,730 +109%
AWM
966
Accurate Wealth Management
Florida
$353K +$93.7K +2,269 +36%
IPWA
967
International Private Wealth Advisors
California
$352K +$22.5K +578 +7%
HKIM
968
Hayek Kallen Investment Management
Alabama
$351K
BAM
969
Berkshire Asset Management
Pennsylvania
$349K +$349K +8,977 New
EWA
970
EverSource Wealth Advisors
Alabama
$349K +$38.8K +869 +13%
Empower Advisory Group
971
Empower Advisory Group
Colorado
$348K +$56.6K +1,457 +19%
AWM
972
Avior Wealth Management
Nebraska
$347K +$156K +4,014 +81%
PWM
973
Perigon Wealth Management
California
$347K -$13.8K -355 -4%
FA
974
Fiducient Advisors
Illinois
$346K
EWA
975
EP Wealth Advisors
California
$346K +$103K +2,664 +43%