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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 %
OIA
1301
Optimum Investment Advisors
Illinois
$71.5K
MSG
1302
Main Street Group
Virginia
$70.6K -$48.9K -1,143 -41%
SC
1303
Stephens Consulting
Michigan
$66.5K
MFC
1304
Mechanics Financial Corp
Ohio
$63.9K
LFG
1305
Larson Financial Group
Missouri
$63.4K -$41.5K -971 -40%
MIM
1306
Macroview Investment Management
Maryland
$59.5K
CPA
1307
Capital Performance Advisors
California
$58.5K +$58.5K +1,367 New
GKIM
1308
GW&K Investment Management
Massachusetts
$58K +$3.1K +72 +6%
WPWM
1309
Western Pacific Wealth Management
Illinois
$55.6K +$55.6K +1,301 New
IRAG
1310
Investment Research & Advisory Group
Georgia
$55.5K +$641 +15 +1%
AF
1311
Arrow Financial
New York
$54.5K
WAS
1312
Winch Advisory Services
Wisconsin
$54.4K +$342 +8 +0.6%
TC
1313
Trust Company
Kansas
$52.7K
PWMG
1314
Private Wealth Management Group
New Jersey
$52.7K +$214 +5 +0.4%
MIFH
1315
Migdal Insurance & Financial Holdings
Israel
$52K +$40K +930 +332%
VAMG
1316
Voisard Asset Management Group
Michigan
$52K +$642 +15 +1%
TWD
1317
True Wealth Design
Ohio
$51.3K +$51.3K +1,200 New
BFS
1318
Burkett Financial Services
South Carolina
$51.2K +$10.8K +253 +27%
OA
1319
Operose Advisors
Wisconsin
$50.5K +$37K +865 +275%
CAS
1320
Coppell Advisory Solutions
Texas
$48.6K -$14.1K -331 -22%
BCMLT
1321
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.6K +$2.27K +53 +5%
WTA
1322
Washington Trust Advisors
Massachusetts
$46.8K
PIS
1323
POM Investment Strategies
North Carolina
$46.8K -$23.2K -542 -33%
WPA
1324
West Paces Advisors
Georgia
$46.1K
TFIPS
1325
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.1K