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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 %
JIC
1051
Johnson Investment Counsel
Ohio
$326K +$15.5K +362 +5%
BFM
1052
Boothbay Fund Management
New York
$324K -$7.65M -178,778 -96%
TW
1053
TritonPoint Wealth
Maryland
$323K +$1.79K +42 +0.6%
BHPW
1054
Beverly Hills Private Wealth
California
$323K -$49.5K -1,157 -13%
GIA
1055
Gladstone Institutional Advisory
Florida
$322K +$322K +7,537 New
AWA
1056
Aaron Wealth Advisors
Illinois
$320K +$72.6K +1,698 +29%
UAG
1057
United Advisor Group
Ohio
$320K +$320K +7,474 New
AWP
1058
Ascent Wealth Partners
New York
$318K +$318K +7,438 New
CBT
1059
Central Bank & Trust
Kentucky
$317K
PCS
1060
Personal CFO Solutions
New Jersey
$317K +$66.1K +1,545 +26%
SSW
1061
Stone Summit Wealth
Florida
$316K -$8.55K -200 -3%
TPA
1062
Trivium Point Advisory
Connecticut
$316K +$316K +6,792 New
HCP
1063
Hexagon Capital Partners
Arkansas
$313K +$94.4K +2,207 +43%
CCP
1064
Cassia Capital Partners
North Carolina
$313K
CF
1065
Convergence Financial
Missouri
$311K -$137K -3,203 -31%
TI
1066
tru Independence
Oregon
$311K -$5.24M -122,441 -94%
MW
1067
MBL Wealth
North Carolina
$310K -$4.71K -110 -1%
PCMC
1068
Paragon Capital Management (Colorado)
Colorado
$308K +$3.51K +82 +1%
NAMP
1069
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$308K
CIS
1070
Capital International Sarl
California
$308K +$308K +7,192 New
OCBCO
1071
Oversea-Chinese Banking Corp (OCBC)
Singapore
$307K
WA
1072
WBH Advisory
Maryland
$305K -$2.69K -63 -0.9%
SAMT
1073
Select Asset Management & Trust
Pennsylvania
$304K -$214K -5,000 -41%
Lazard Asset Management
1074
Lazard Asset Management
New York
$304K +$159K +3,723 +110%
LA
1075
LexAurum Advisors
Kansas
$304K -$4.28K -100 -1%