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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 %
FFA
1526
First Foundation Advisors
California
-$68.8K -1,771 Closed
TSWM
1527
Tyler-Stone Wealth Management
Ohio
-$47.3K -1,216 Closed
WAG
1528
Wiser Advisor Group
Arizona
-$26.8K -691 Closed
OWA
1529
Opal Wealth Advisors
New York
-$25.5K -657 Closed
TAM
1530
Tucker Asset Management
Colorado
-$17.3K -445 Closed
FLPIM
1531
F.L. Putnam Investment Management
Massachusetts
-$17.3K -445 Closed
FWM
1532
Focused Wealth Management
New York
-$16.9K -436 Closed
SA
1533
Scarborough Advisors
Maryland
-$14.6K -377 Closed
RWMG
1534
Redwood Wealth Management Group
New Jersey
-$13.6K -350 Closed
TCM
1535
Tradewinds Capital Management
Washington
-$12K -309 Closed
WIA
1536
Wetzel Investment Advisors
Indiana
-$9.39K -241 Closed
TWP
1537
Triad Wealth Partners
Kansas
-$6.41K -165 Closed
GG
1538
Gleason Group
Kentucky
-$5.83K -150 Closed
KCM
1539
Kodai Capital Management
Illinois
-$5.67K -146 Closed
LFA
1540
Legend Financial Advisors
Pennsylvania
-$2.49K -64 Closed
FRA
1541
Front Row Advisors
California
-$2.49K -64 Closed
CC
1542
Cypress Capital
Tennessee
-$2K -51 Closed
ANBT
1543
American National Bank & Trust
Texas
-$1.55K -40 Closed
RWM
1544
Ruedi Wealth Management
Illinois
-$738 -19 Closed
SFCL
1545
Strengthening Families & Communities LLC
Massachusetts
-$1K -16 Closed
PCWA
1546
Pacific Capital Wealth Advisors
California
-$272 -7 Closed
FNWA
1547
Financial Network Wealth Advisors
Utah
-$194 -5 Closed