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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 %
WWM
1026
Wagner Wealth Management
South Carolina
$305K +$2.68K +69 +0.9%
LI
1027
Lafayette Investments
Maryland
$305K
FNFDCM
1028
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$303K -$14.6K -375 -5%
CI
1029
Conning Inc
Connecticut
$303K +$12.4K +319 +4%
PMG
1030
ProVise Management Group
Florida
$302K -$916K -23,567 -75%
SWS
1031
SYSTM Wealth Solutions
Illinois
$301K -$35.7K -918 -11%
FWM
1032
Fonville Wealth Management
Virginia
$299K +$738 +19 +0.2%
FT
1033
Fiduciary Trust
Massachusetts
$299K +$3.89K +100 +1%
MFC
1034
Morris Financial Concepts
South Carolina
$299K +$18.5K +477 +7%
Fisher Asset Management
1035
Fisher Asset Management
Washington
$297K +$62.2K +1,602 +26%
CW
1036
CreativeOne Wealth
Kansas
$297K -$217K -5,595 -42%
SSW
1037
Stone Summit Wealth
Florida
$295K -$15.5K -400 -5%
TW
1038
TritonPoint Wealth
Maryland
$294K -$16.2K -417 -5%
NW
1039
NewEdge Wealth
Pennsylvania
$293K +$43.9K +1,130 +18%
CA
1040
Continuum Advisory
Idaho
$291K +$1.48K +38 +0.5%
XT
1041
XTX Topco
Cayman Islands
$291K -$926K -23,848 -76%
CBT
1042
Central Bank & Trust
Kentucky
$288K +$121K +3,123 +73%
HSA
1043
HBK Sorce Advisory
Pennsylvania
$287K -$14.4K -371 -5%
MW
1044
MBL Wealth
North Carolina
$286K -$423K -10,877 -60%
CFS
1045
Cannon Financial Strategists
Georgia
$286K +$286K +7,360 New
VT
1046
Vise Technologies
New York
$285K +$285K +7,335 New
AF
1047
Aldebaran Financial
$284K +$6.64K +171 +2%
CCP
1048
Cassia Capital Partners
North Carolina
$284K -$282K -7,271 -50%
CGFA
1049
Colton Groome Financial Advisors
North Carolina
$283K +$283K +7,280 New
WI
1050
WrapManager Inc
California
$283K -$47.7K -1,229 -14%