TFC icon

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 %
AF
1076
Aldebaran Financial
$303K -$9.71K -227 -3%
PD
1077
Point72 (DIFC)
United Arab Emirates
$301K +$301K +7,039 New
BSTWA
1078
Blake Schutter Theil Wealth Advisors
Ohio
$300K +$300K +7,017 New
IA
1079
IFP Advisors
Florida
$300K -$155K -3,634 -34%
HIGP
1080
Hill Investment Group Partners
Missouri
$298K -$2.08K -53 -0.7%
BFO
1081
Biltmore Family Office
North Carolina
$297K +$2.99K +70 +1%
AC
1082
AXQ Capital
New Jersey
$297K +$297K +6,949 New
DWP
1083
Daymark Wealth Partners
Ohio
$296K -$12.4K -290 -4%
CCT
1084
Capital City Trust
Florida
$293K -$75.6K -1,767 -20%
CFP
1085
Catalyst Financial Partners
Massachusetts
$292K +$14.2K +332 +5%
KA
1086
Kovack Advisors
Florida
$291K -$64.2K -1,501 -18%
AWM
1087
Aprio Wealth Management
Georgia
$290K -$770 -18 -0.3%
KFGK
1088
Keystone Financial Group (Kentucky)
Kentucky
$290K +$23.7K +554 +9%
SC
1089
Sapient Capital
Indiana
$289K -$3.38K -79 -1%
QWP
1090
Quotient Wealth Partners
Texas
$289K +$29.6K +691 +11%
SAM
1091
Secure Asset Management
Michigan
$288K -$92.3K -2,159 -24%
USCWA
1092
U.S. Capital Wealth Advisors
Texas
$288K +$86 +2 +0%
PIP
1093
Peachtree Investment Partners
Florida
$288K -$19.9K -465 -6%
WWM
1094
Wagner Wealth Management
South Carolina
$287K -$49.5K -1,157 -15%
HWA
1095
Heartwood Wealth Advisors
Virginia
$286K -$121K -2,833 -30%
TFA
1096
Toth Financial Advisory
Virginia
$285K +$49.1K +1,147 +21%
CAM
1097
Councilmark Asset Management
Tennessee
$284K
PWP
1098
Phillips Wealth Planners
Mississippi
$282K -$1.6K -36 -0.6%
NWWA
1099
New Wave Wealth Advisors
Arkansas
$280K +$727 +17 +0.3%
HOWA
1100
Heritage Oak Wealth Advisors
Florida
$280K +$280K +6,552 New