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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 %
AWA
1101
Adapt Wealth Advisors
Georgia
$248K +$248K +6,350 New
WWM
1102
Whalen Wealth Management
Nevada
$247K +$11.2K +288 +5%
EL
1103
EMFO LLC
Florida
$247K +$390 +10 +0.2%
IGWM
1104
ICA Group Wealth Management
Colorado
$246K +$156 +4 +0.1%
NW
1105
NewEdge Wealth
Pennsylvania
$246K +$246K +6,405 New
RPA
1106
Rock Point Advisors
Vermont
$244K
EWA
1107
EP Wealth Advisors
California
$244K -$82K -2,104 -25%
1IA
1108
1620 Investment Advisors
Massachusetts
$242K +$507 +13 +0.2%
SIG
1109
Stonegate Investment Group
Alabama
$241K -$43.7K -1,122 -15%
HTIM
1110
Harbour Trust & Investment Management
Indiana
$241K -$23.3K -598 -9%
SP
1111
Symmetry Partners
Connecticut
$241K +$241K +6,193 New
CSWM
1112
Cassady Schiller Wealth Management
Ohio
$241K
QWP
1113
Quotient Wealth Partners
Texas
$240K -$149K -3,817 -38%
CW
1114
CIC Wealth
Maryland
$239K +$239K +6,125 New
RIG
1115
RiverFront Investment Group
Virginia
$238K
ADL
1116
Asset Dedication LLC
California
$238K +$31.2K +805 +15%
PWPS
1117
Pinnacle Wealth Planning Services
Ohio
$238K +$195 +5 +0.1%
KFGK
1118
Keystone Financial Group (Kentucky)
Kentucky
$237K +$237K +6,088 New
Fisher Asset Management
1119
Fisher Asset Management
Washington
$236K -$26.2K -672 -10%
CS
1120
Capital Square
Tennessee
$235K +$1.6K +41 +0.7%
CI Investments Inc
1121
CI Investments Inc
Ontario, Canada
$234K +$89.3K +2,287 +62%
LC
1122
Lindbrook Capital
California
$234K +$4.02K +103 +2%
EHWM
1123
Eads & Heald Wealth Management
Georgia
$233K +$233K +5,967 New
RFA
1124
Resurgent Financial Advisors
Georgia
$232K +$80.6K +2,067 +53%
CRC
1125
Curi RMB Capital
Illinois
$231K +$231K +5,931 New