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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 %
CAC
1426
Core Alternative Capital
Georgia
$4.45K
PPWM
1427
PFG Private Wealth Management
Florida
$4.32K
ITIM
1428
Indiana Trust & Investment Management
Indiana
$4.28K
Kayne Anderson Rudnick Investment Management
1429
Kayne Anderson Rudnick Investment Management
California
$4.06K -$1.08K -25 -21%
PFG
1430
Peterson Financial Group
Iowa
$4.04K +$4.04K +95 New
DWM
1431
Darwin Wealth Management
Florida
$4.02K +$4.02K +94 New
NL
1432
NVWM LLC
Pennsylvania
$4.01K +$554 +13 +16%
BFPW
1433
BOK Financial Private Wealth
Colorado
$3.98K -$27.5K -644 -87%
DIP
1434
DT Investment Partners
Pennsylvania
$3.76K
RL
1435
Rogco LP
Oklahoma
$3.68K
CTWM
1436
Cherry Tree Wealth Management
Minnesota
$3.34K
AFWM
1437
Abich Financial Wealth Management
Virginia
$3.27K -$190K -4,466 -98%
TCA
1438
Trifecta Capital Advisors
Illinois
$3.25K
TFM
1439
TFC Financial Management
Massachusetts
$2.99K -$898 -21 -23%
AA
1440
Ancora Advisors
Ohio
$2.91K +$342 +8 +13%
DPW
1441
DiNuzzo Private Wealth
Pennsylvania
$2.87K
LIS
1442
Legacy Investment Solutions
Idaho
$2.75K +$2.75K +59 New
LWMI
1443
Legacy Wealth Management (Idaho)
Idaho
$2.75K +$2.75K +59 New
RAM
1444
Riggs Asset Management
Pennsylvania
$2.72K
FWM
1445
FSA Wealth Management
Massachusetts
$2.65K +$2.65K +62 New
SWC
1446
Spectrum Wealth Counsel
Indiana
$2.57K
FFA
1447
Frazier Financial Advisors
Ohio
$2.52K
HGERS
1448
Householder Group Estate & Retirement Specialist
Arizona
$2K
WWM
1449
Wolff Wiese Magana
California
$1.71K
LWA
1450
Lowe Wealth Advisors
Maryland
$1.28K