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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 %
APW
1351
Atlantic Private Wealth
North Carolina
$30.6K +$29.9K +700 +4,667%
USB
1352
Union Savings Bank
Connecticut
$30.2K
HIA
1353
Harbor Investment Advisory
Maryland
$29.8K +$19.4K +453 +186%
AFS
1354
Annapolis Financial Services
Maryland
$29.5K
CA
1355
Crewe Advisors
Utah
$29.3K
VWM
1356
Valley Wealth Managers
New Jersey
$25.7K +$25.7K +600 New
FMTCOCP
1357
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K -$67.6K -1,606 -73%
PWMG
1358
Prestige Wealth Management Group
New Jersey
$24.8K -$331K -7,747 -93%
SC
1359
Swan Capital
Florida
$24.4K -$6.93K -162 -22%
PFSC
1360
Peoples Financial Services Corp
Pennsylvania
$24.3K
MHR
1361
Matthew Hamilton Rosenberg
$23K
AWM
1362
AllSquare Wealth Management
New York
$21.9K
FP
1363
Financial Perspectives
Minnesota
$21.6K
NFSG
1364
Newbridge Financial Services Group
Florida
$21.5K +$5.47K +128 +34%
RAM
1365
Ramirez Asset Management
New York
$21.4K +$21.4K +500 New
VWWMG
1366
Vermillion & White Wealth Management Group
Pennsylvania
$21.3K
SIC
1367
SJS Investment Consulting
Ohio
$19.4K +$15.9K +372 +454%
CSB
1368
City State Bank
Iowa
$19.4K
MRCM
1369
M&R Capital Management
New Jersey
$18.6K +$4.28K +100 +30%
MAM
1370
Meeder Asset Management
Ohio
$18.5K -$599 -14 -3%
ME
1371
McIlrath & Eck
Washington
$18.3K
SC
1372
Steph & Co
Wisconsin
$17.6K -$6.76K -158 -28%
FG
1373
Fairman Group
Pennsylvania
$17.6K +$171 +4 +1%
GFPC
1374
Global Financial Private Client
Florida
$17.6K +$17.6K +411 New
MBFW
1375
Morton Brown Family Wealth
Pennsylvania
$17.4K +$171 +4 +1%