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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 %
VCM
1201
Virtue Capital Management
Tennessee
$220K -$3.51K -82 -2%
CP
1202
Castleview Partners
Texas
$219K +$2.95K +69 +1%
WWM
1203
Western Wealth Management
Colorado
$218K +$218K +5,098 New
SJL
1204
Shayne & Jacobs LLC
Tennessee
$218K +$218K +5,086 New
YCG
1205
Yeomans Consulting Group
Georgia
$218K -$64.1K -1,499 -23%
SPC
1206
Spirepoint Private Client
Florida
$217K +$217K +5,076 New
SC
1207
Syon Capital
California
$217K +$217K +5,067 New
LWA
1208
Lantern Wealth Advisors
New York
$216K -$32.1K -750 -13%
RCM
1209
Radnor Capital Management
Pennsylvania
$216K +$216K +5,045 New
TVAMP
1210
Tennessee Valley Asset Management Partners
Tennessee
$216K +$216K +4,991 New
RMDI
1211
R.M. Davis Inc
Maine
$214K -$33.4K -780 -13%
TFS
1212
Thoroughbred Financial Services
Tennessee
$213K +$213K +5,001 New
LWM
1213
LongView Wealth Management
Georgia
$213K -$14.8K -347 -7%
DFG
1214
Delta Financial Group
New Jersey
$212K +$212K +4,966 New
SFG
1215
SevenBridge Financial Group
Pennsylvania
$211K +$211K +4,553 New
AF
1216
Apexium Financial
Texas
$211K -$11.5K -268 -5%
HAM
1217
Harmony Asset Management
Arizona
$211K -$26.3K -615 -11%
EFSCE
1218
Enterprise Financial Services Corp (EFSC)
Missouri
$210K -$24.7K -578 -11%
AG
1219
Ascent Group
Virginia
$210K +$210K +4,918 New
WI
1220
WrapManager Inc
California
$210K -$101K -2,366 -33%
ACA
1221
American Capital Advisory
Idaho
$209K +$36.4K +850 +21%
HFRG
1222
Houlihan Financial Resource Group
Virginia
$208K +$208K +4,871 New
TA
1223
TrueWealth Advisors
Alabama
$208K +$208K +4,860 New
SIG
1224
Stonegate Investment Group
Alabama
$205K -$25.2K -588 -11%
AA
1225
AlphaMark Advisors
Kentucky
$205K -$29.4K -688 -13%