TFC icon

Truist Financial

1,412 hedge funds and large institutions have $36.9B invested in Truist Financial in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 540 increasing their positions, 561 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,412
Holders Change
+23
Holders Change %
+1.66%
% of All Funds
20.47%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
131
Increased
540
Reduced
561
Closed
92
Calls
$499M
Puts
$353M
Net Calls
+$146M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
1051
CX Institutional
Indiana
$304K +$2.18K +56 +0.7%
HSA
1052
HBK Sorce Advisory
Pennsylvania
$303K +$54.3K +1,392 +22%
HWA
1053
HHM Wealth Advisors
Tennessee
$302K +$42.5K +1,090 +16%
FWM
1054
Fonville Wealth Management
Virginia
$300K +$61.6K +1,580 +26%
PIP
1055
Peachtree Investment Partners
Florida
$297K -$10.7K -274 -3%
FT
1056
Fiduciary Trust
Massachusetts
$296K -$19.5K -499 -6%
HIGP
1057
Hill Investment Group Partners
Missouri
$295K
WA
1058
WBH Advisory
Maryland
$293K -$20.9K -536 -7%
Empower Advisory Group
1059
Empower Advisory Group
Colorado
$292K +$41.7K +1,070 +17%
CA
1060
Continuum Advisory
Idaho
$291K -$171K -4,383 -37%
CI
1061
Conning Inc
Connecticut
$291K -$17.5K -450 -6%
LA
1062
LexAurum Advisors
Kansas
$285K -$468 -12 -0.2%
AWM
1063
Aprio Wealth Management
Georgia
$284K -$12.6K -324 -4%
GM
1064
GeoWealth Management
Illinois
$284K -$42.5K -1,091 -13%
BAM
1065
Belpointe Asset Management
Nevada
$281K -$1.13K -29 -0.4%
MFC
1066
Morris Financial Concepts
South Carolina
$281K -$3.24K -83 -1%
MPIA
1067
Mountain Pacific Investment Advisers
Idaho
$280K
AF
1068
Aldebaran Financial
$278K -$19.5K -500 -7%
RCM
1069
Radnor Capital Management
Pennsylvania
$278K
HCM
1070
Hodges Capital Management
Texas
$277K +$47K +1,208 +20%
WCA
1071
Westover Capital Advisors
Delaware
$275K
FTIS
1072
First Trust Investment Solutions
Florida
$273K +$273K +7,007 New
FHC
1073
First Heartland Consultants
Missouri
$271K +$271K +6,947 New
TPI
1074
Trust Point Inc
Wisconsin
$271K +$3.74K +96 +1%
DFG
1075
Delta Financial Group
New Jersey
$270K +$53.7K +1,376 +25%