Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Truist Finl Corp (TFC)

2K + Investors. Track Smart Money conviction in TFC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — TFC

Based on 1648 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
1,648 hedge funds hold TFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

811 buying834 selling
Last quarter: 834 funds reduced or exited vs 811 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-89 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 131 → 136 → 252 → 163. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
1,110 out of 1,648 hedge funds have held TFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

130 → 131 → 136 → 252 → 163 new funds/Q
New funds entering each quarter: 131 → 136 → 252 → 163. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 1,705 holders: 1,204 (71%) are 2+ year veterans, 196 entered 1–2 years ago, and 305 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
64 of 1640 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in TFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TFC

In 2026 Q1, 811 hedge funds were net buyers of TFC (163 opened a new position, 648 added to an existing one), while 834 reduced or exited (660 trimmed, 174 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in TFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 1648.

Hedge Fund Ownership: TFC

How many hedge funds hold TFC — quarterly history vs. share price
Quarterly hedge fund ownership of TFC vs. share price

Market Analysis: TFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TFC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Truist Finl Corp (TFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TFC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
TFC
+11.9%
XLF
+6.6%

TFC outperformed XLF by +5.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
TFC
+9.5%
XLF
+3.0%

Since the filing became public, TFC outperformed XLF by +6.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

81 top-rated funds 10 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: TFC
2K + Investors

Track Smart Money conviction in TFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1635 1658 -1.39%
13F Shares 932M 990M -5.91%
Total Value $41.86B $47.69B -12.21%
New Positions 159 252 -93
Increased Positions 630 589 +41
Closed Positions 182 124 +58
Reduced Positions 639 622 +17
Total Calls 31 36 -13.89%
Total Puts 34 37 -8.11%
PUT/CALL Ratio 1.1 1.03 Neutral

Statistics: TFC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TFC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TFC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ategra Capital Management, LLC 9.04% 395,710 $18.2M
2 Reliant Investment Partners, LLC 5.88% 154,404 $7.1M
3 Montgomery Investment Management Inc 4.99% 318,131 $14.6M
4 Prana Capital Management, LP 4.12% 2,944,468 $135.4M
5 Shapiro Capital Management LLC 3.65% 1,271,838 $58.5M
6 Mcrae Capital Management Inc 3.28% 343,663 $15.8M
7 Continental Advisors LLC 3.28% 139,650 $6.4M
8 Griffith & Werner, Inc. 3.18% 139,752 $6.4M
9 Regal Partners Ltd 2.99% 1,194,516 $54.9M
10 Loudon Investment Management, LLC 2.95% 119,074 $5.5M
11 Coerente Capital Management 2.90% 338,586 $15.6M
12 Teza Capital Management LLC 2.59% 15,414 $709K
13 Catherine Avery Investment Management LLC 2.46% 119,423 $5.5M
14 Edmp, INC. 2.43% 65,278 $3.0M
15 Baugh & Associates, LLC 2.43% 122,147 $5.6M
16 Welch Group, LLC 2.30% 1,329,163 $61.1M
17 Ategra Capital Management, LLC 2.28% 100,000 $4.6M
18 Socorro Asset Management LP 2.17% 104,287 $4.8M
19 Cullen Capital Management, LLC 2.10% 4,454,809 $204.8M
20 Equity Investment Corp 2.05% 2,281,845 $104.9M
21 Tweedy, Browne Co LLC 2.04% 557,435 $25.6M
22 Susquehanna Fundamental Investments, LLC 1.98% 1,148,137 $52.8M
23 Godsey & Gibb, Inc 1.95% 486,408 $22.4M
24 Skba Capital Management LLC 1.81% 286,950 $13.2M
25 Towne Trust Company, N.A 1.76% 119,112 $5.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Truist Finl Corp (TFC)

What does the Smart Money Trend signal show for TFC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TFC?

More sellers than buyers — 49% buying: Last quarter: 834 funds reduced or exited vs 811 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TFC holders?

Elite ownership — 56% AUM from top-100 funds: 64 of 1640 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in TFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TFC?

67% of holders stayed for 2+ years: 1,110 out of 1,648 hedge funds have held TFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Truist Finl Corp (TFC) following the 2026 Q1 hedge fund 13F filings?

As of today, TFC has moved +9.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of +6.5%. Since the quarter end (March 31, 2026), TFC has gained +11.9% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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