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 %
SEIA
1076
Signature Estate & Investment Advisors
California
$269K +$624 +16 +0.2%
BFO
1077
Biltmore Family Office
North Carolina
$268K
MMM
1078
Mendel Money Management
Illinois
$266K
AWM
1079
Avaii Wealth Management
Wisconsin
$265K -$4.79K -123 -2%
HWA
1080
Heartwood Wealth Advisors
Virginia
$264K
Los Angeles Capital Management
1081
Los Angeles Capital Management
California
$263K -$5.89K -151 -2%
CBTWT
1082
Community Bank & Trust (Waco, Texas)
Texas
$263K +$351 +9 +0.1%
FLI
1083
Family Legacy Inc
South Carolina
$261K -$1.95K -50 -0.7%
USCWA
1084
U.S. Capital Wealth Advisors
Texas
$261K -$5.39M -138,205 -95%
1SB
1085
1ST Source Bank
Indiana
$261K -$36.1K -926 -12%
EWA
1086
EverSource Wealth Advisors
Alabama
$260K +$17.7K +472 +7%
CAM
1087
Councilmark Asset Management
Tennessee
$259K +$259K +6,650 New
GA
1088
Geller Advisors
New York
$259K +$546 +14 +0.2%
FCCM
1089
First City Capital Management
Georgia
$259K +$3.55K +91 +1%
SPA
1090
Sherbrooke Park Advisers
New York
$258K +$258K +6,624 New
LOAMS
1091
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K +$258K +6,608 New
FAT
1092
First American Trust
California
$257K +$257K +6,597 New
WPC
1093
Wedmont Private Capital
Pennsylvania
$256K +$20.5K +525 +9%
CH
1094
Canton Hathaway
Rhode Island
$254K -$78K -2,000 -23%
CFG
1095
Citizens Financial Group
Rhode Island
$252K +$20K +512 +9%
QCG
1096
Quadrant Capital Group
Ohio
$252K +$36.2K +929 +17%
EWM
1097
Evermay Wealth Management
Virginia
$251K -$507 -13 -0.2%
ACM
1098
Altrius Capital Management
North Carolina
$251K +$39 +1 +0%
BCM
1099
Bluefin Capital Management
New York
$249K +$249K +6,400 New
MFP
1100
Meridian Financial Partners
Virginia
$248K -$23.9K -671 -9%