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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 %
TW
1151
Traveka Wealth
California
$244K +$244K +5,711 New
GIP
1152
Greatmark Investment Partners
Georgia
$243K +$855 +20 +0.4%
CW
1153
CIC Wealth
Maryland
$243K
CTC
1154
Central Trust Company
Missouri
$242K -$53.5K -1,252 -18%
CWMS
1155
Cannon Wealth Management Services
North Carolina
$241K +$241K +5,624 New
CFO
1156
CVA Family Office
Colorado
$240K +$3.17K +74 +1%
Capstone Investment Advisors
1157
Capstone Investment Advisors
New York
$240K -$22.8K -533 -9%
CS
1158
Capital Square
Tennessee
$240K -$8.9K -208 -4%
ILI
1159
Invesco LLC (Illinois)
Illinois
$239K -$9.5K -222 -4%
TCWM
1160
Total Clarity Wealth Management
Illinois
$239K +$239K +5,583 New
TPI
1161
Trust Point Inc
Wisconsin
$239K -$36.9K -863 -13%
AA
1162
Advisory Alpha
Michigan
$239K +$239K +5,579 New
BS
1163
Banco Santander
Spain
$238K +$238K +5,574 New
PP
1164
PDS Planning
Ohio
$238K +$238K +5,572 New
AAM
1165
Augustine Asset Management
Florida
$238K -$7.49K -175 -3%
SWM
1166
Sugarloaf Wealth Management
Georgia
$237K +$128 +3 +0.1%
CI Investments Inc
1167
CI Investments Inc
Ontario, Canada
$237K +$5.56K +130 +2%
UFF
1168
USA Financial Formulas
Michigan
$237K +$18K +421 +8%
LI
1169
LMCG Investments
Massachusetts
$236K +$1.5K +35 +0.6%
FH
1170
FWG Holdings
Florida
$236K -$119K -2,752 -34%
CCB
1171
Country Club Bank
Missouri
$236K
CHA
1172
Carmichael Hill & Associates
Maryland
$235K -$3.25K -76 -1%
HNWAG
1173
High Net Worth Advisory Group
Florida
$234K
FOA
1174
Five Oceans Advisors
California
$234K +$234K +5,469 New
GBT
1175
Grove Bank & Trust
Florida
$233K +$147K +3,433 +171%