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Truist Financial

1,410 hedge funds and large institutions have $37.7B invested in Truist Financial in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 566 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
20.51%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
116
Increased
539
Reduced
566
Closed
95
Calls
$469M
Puts
$264M
Net Calls
+$204M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KWAG
1276
Kiely Wealth Advisory Group
North Carolina
$34.3K
MTIC
1277
Missouri Trust & Investment Company
Missouri
$33.2K
POIA
1278
Pin Oak Investment Advisors
Texas
$33K
EDRH
1279
Edmond de Rothschild Holding
Switzerland
$32.5K -$94.5K -2,433 -74%
RA
1280
Rise Advisors
New York
$32.4K +$427 +11 +1%
VCM
1281
Versant Capital Management
Arizona
$32.4K -$6.22K -160 -16%
OIAM
1282
OFI Invest Asset Management
France
$32.2K +$2.18K +60 +7%
JFGIW
1283
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.5K
MWA
1284
MFA Wealth Advisors
Pennsylvania
$29.8K +$29.8K +767 New
MCM
1285
MidAtlantic Capital Management
Virginia
$28.9K -$2.06K -53 -7%
HF
1286
Halpern Financial
Virginia
$28.8K
BFPW
1287
BOK Financial Private Wealth
Colorado
$28.6K +$28.6K +737 New
SC
1288
Swan Capital
Florida
$28.4K +$28.4K +732 New
USB
1289
Union Savings Bank
Connecticut
$27.4K
WAG
1290
Wiser Advisor Group
Arizona
$26.8K -$5.44K -140 -17%
AFS
1291
Annapolis Financial Services
Maryland
$26.8K
CA
1292
Crewe Advisors
Utah
$26.7K
OWA
1293
Opal Wealth Advisors
New York
$25.5K -$3.38K -87 -12%
SC
1294
Steph & Co
Wisconsin
$22.1K +$1.79K +46 +9%
PFSC
1295
Peoples Financial Services Corp
Pennsylvania
$22.1K
MHR
1296
Matthew Hamilton Rosenberg
$21.1K -$8K -204 -27%
AWM
1297
AllSquare Wealth Management
New York
$19.9K
FP
1298
Financial Perspectives
Minnesota
$19.6K
VWWMG
1299
Vermillion & White Wealth Management Group
Pennsylvania
$19.3K
CSB
1300
City State Bank
Iowa
$17.6K