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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 %
ATS
1326
Ashton Thomas Securities
New York
$45.4K +$45.4K +1,062 New
JWA
1327
JFS Wealth Advisors
Pennsylvania
$45.3K +$4.49K +105 +11%
POIA
1328
Pin Oak Investment Advisors
Texas
$45K +$9.05K +215 +25%
TH
1329
TCTC Holdings
Texas
$43.8K
CWM
1330
Cedar Wealth Management
California
$42.8K
HGA
1331
Hobbs Group Advisors
South Carolina
$41.7K +$171 +4 +0.4%
CCA
1332
Criterion Capital Advisors
Tennessee
$39.8K
NFA
1333
Northwest Financial Advisors
Virginia
$39.7K +$39.7K +929 New
AWM
1334
Abound Wealth Management
Tennessee
$39.7K -$6.29K -147 -14%
CA
1335
CoreCap Advisors
Michigan
$39.4K +$20.2K +472 +105%
WCM
1336
Winthrop Capital Management
Indiana
$39K -$4.48K -105 -10%
KWAG
1337
Kiely Wealth Advisory Group
North Carolina
$37.3K -$556 -12 -1%
FFO
1338
Fortitude Family Office
Arizona
$36.7K +$29K +678 +377%
MTIC
1339
Missouri Trust & Investment Company
Missouri
$36.5K
HWM
1340
Horizons Wealth Management
North Carolina
$36.5K
RA
1341
Rise Advisors
New York
$36.1K +$428 +10 +1%
VCM
1342
Versant Capital Management
Arizona
$36K +$342 +8 +1%
EDRH
1343
Edmond de Rothschild Holding
Switzerland
$35.8K
S
1344
Sachetta
Massachusetts
$35.1K +$28.5K +667 +436%
FIA
1345
FNY Investment Advisers
New York
$34K +$34K +800 New
MWA
1346
MFA Wealth Advisors
Pennsylvania
$32.8K
JIP
1347
Jaffetilchin Investment Partners
Florida
$32.7K -$1.26M -29,448 -97%
MCM
1348
MidAtlantic Capital Management
Virginia
$31.9K
HWM
1349
Hemington Wealth Management
Virginia
$31K +$31K +723 New
HF
1350
Halpern Financial
Virginia
$31K