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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 %
GTAM
1401
Global Trust Asset Management
Florida
$10.7K
AP
1402
Atwood & Palmer
Missouri
$9.62K
M
1403
MOTCO
Texas
$9.54K
IHWM
1404
Iron Horse Wealth Management
Iowa
$9.5K
SNB
1405
Security National Bank
Nebraska
$9.2K
SHIM
1406
Stone House Investment Management
Pennsylvania
$9.07K
BHWM
1407
Beaird Harris Wealth Management
Texas
$8.68K +$5.56K +130 +178%
FDCP
1408
Foster Dykema Cabot & Partners
Massachusetts
$8.68K +$8.68K +203 New
PA
1409
PSI Advisors
Florida
$8.04K -$4.28K -100 -35%
CIAS
1410
CBIZ Investment Advisory Services
Ohio
$7.97K +$86 +2 +1%
KFI
1411
Key Financial Inc
Pennsylvania
$7.44K +$770 +18 +12%
HCM
1412
Hollencrest Capital Management
California
$7.19K
AW
1413
Avion Wealth
Texas
$7K
CB
1414
Centennial Bank
Arkansas
$6.89K
ACM
1415
Anfield Capital Management
California
$6.63K
OP
1416
ORG Partners
Indiana
$6.59K -$3.98K -93 -38%
HWP
1417
Highline Wealth Partners
California
$6.54K +$642 +15 +11%
FGA
1418
Fortis Group Advisors
New Jersey
$6.42K
HFS
1419
Hantz Financial Services
Michigan
$6K
SIS
1420
Strategic Investment Solutions
Illinois
$5.89K +$5.89K +138 New
DF
1421
Dunhill Financial
United Kingdom
$5.77K +$85 +2 +2%
GWSG
1422
GPS Wealth Strategies Group
Colorado
$5.43K +$1.16K +27 +27%
FFC
1423
First Financial Corp
Indiana
$5.13K
SIA
1424
Sit Investment Associates
Minnesota
$5K
CPG
1425
Cornerstone Planning Group
New Jersey
$4.65K -$1.08K -25 -19%