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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 %
BWP
951
BSW Wealth Partners
Colorado
$443K +$6.16K +144 +1%
SP
952
Successful Portfolios
Florida
$443K +$299 +7 +0.1%
WC
953
Whitney & Co
New York
$442K +$299 +7 +0.1%
THCM
954
Taylor Hoffman Capital Management
Virginia
$439K +$439K +10,188 New
LCGC
955
Legacy Capital Group California
California
$438K -$28.3K -662 -6%
VWM
956
Venturi Wealth Management
Texas
$437K +$25.6K +599 +6%
CCG
957
Cypress Capital Group
Florida
$436K +$5.09K +119 +1%
WPC
958
Wedmont Private Capital
Pennsylvania
$436K +$40K +953 +10%
CGL
959
Clarius Group LLC
Washington
$435K -$11.7K -275 -3%
SFP
960
Shepherd Financial Partners
Massachusetts
$434K +$32.6K +763 +8%
SMA
961
Sage Mountain Advisors
Georgia
$432K +$19.9K +465 +5%
SCM
962
Sterling Capital Management
North Carolina
$432K +$432K +10,092 New
FPWM
963
FSB Premier Wealth Management
Iowa
$429K -$33.4K -780 -7%
WPW
964
Waldron Private Wealth
Pennsylvania
$429K +$16.6K +389 +4%
AAI
965
American Assets Inc
California
$428K
PCM
966
PAR Capital Management
Massachusetts
$428K +$428K +10,000 New
GGS
967
Galvin Gaustad & Stein
Arizona
$427K -$210K -4,910 -33%
EI
968
Ellevest Inc
New York
$426K -$67.2K -1,572 -14%
WA
969
WealthTrust Axiom
Pennsylvania
$425K
PFBT
970
Parkside Financial Bank & Trust
Missouri
$425K +$80.6K +1,884 +23%
KSB
971
Kennebec Savings Bank
Maine
$423K +$423K +9,895 New
VT
972
Vise Technologies
New York
$421K +$107K +2,499 +34%
SAA
973
Southeast Asset Advisors
Georgia
$418K
FSA
974
Franklin Street Advisors
North Carolina
$417K -$288K -6,732 -41%
SSWM
975
Smith Salley Wealth Management
North Carolina
$417K -$8.98K -210 -2%