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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 %
HCM
1026
Howard Capital Management
Georgia
$358K +$358K +8,361 New
TT
1027
TI-Trust
Illinois
$356K
MPM
1028
MBB Public Markets
Illinois
$354K -$3.76M -87,890 -91%
EWA
1029
EverSource Wealth Advisors
Alabama
$354K +$19.8K +463 +6%
CAAM
1030
Cornerstone Advisors Asset Management
Pennsylvania
$351K
CPBTD
1031
Central Pacific Bank - Trust Division
Hawaii
$351K -$312K -7,300 -47%
CIM
1032
CIM Investment Management
Pennsylvania
$351K -$6.97K -163 -2%
APG
1033
Abacus Planning Group
South Carolina
$349K +$8.51K +199 +2%
BAM
1034
Berkshire Asset Management
Pennsylvania
$349K
IFWM
1035
Institute for Wealth Management
Colorado
$348K -$12.7K -298 -4%
NL
1036
NWAM LLC
Washington
$348K +$348K +8,132 New
LIA
1037
LBMC Investment Advisors
Tennessee
$346K
FAM
1038
Formidable Asset Management
Ohio
$345K -$9.71K -227 -3%
AWA
1039
Adapt Wealth Advisors
Georgia
$344K
CLOS
1040
Compagnie Lombard Odier SCmA
Switzerland
$342K
NHT
1041
New Hampshire Trust
New Hampshire
$342K -$6.03K -141 -2%
Fisher Asset Management
1042
Fisher Asset Management
Washington
$342K +$14.8K +345 +5%
SC
1043
Scotia Capital
Ontario, Canada
$339K +$103K +2,408 +44%
HSA
1044
HBK Sorce Advisory
Pennsylvania
$336K +$20.1K +470 +6%
BCM
1045
Birmingham Capital Management
Alabama
$336K -$34.6K -809 -9%
LI
1046
Lafayette Investments
Maryland
$336K
FNFDCM
1047
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$333K -$855 -20 -0.3%
FWM
1048
Fonville Wealth Management
Virginia
$330K +$428 +10 +0.1%
MFC
1049
Morris Financial Concepts
South Carolina
$329K
CI
1050
Conning Inc
Connecticut
$328K -$5K -117 -2%