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
↑ +116
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — TFC

Based on 1556 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,556 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
+119 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.
🟡

Slight buying edge — 53% buying

815 buying716 selling
Last quarter: 815 funds bought or added vs 716 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+110 vs last Q)

new funds entering per quarter
Funds opening a new TFC position: 119 → 123 → 125 → 235. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
1,060 out of 1,556 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.
📈

Growing discovery — still being found

153 → 119 → 123 → 125 → 235 new funds/Q
New funds entering each quarter: 119 → 123 → 125 → 235. A growing number of institutions are discovering TFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Of 1,619 current holders: 1,120 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
45 of 1556 holders are among the 100 largest funds by AUM, controlling 66% 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

133 top-rated funds 11 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: TFC
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1619 1507 7.43%
13F Shares 978M 950M 2.98%
Total Value $47.15B $43.29B 8.91%
New Positions 238 126 +112
Increased Positions 664 684 -20
Closed Positions 125 120 +5
Reduced Positions 684 642 +42
Total Calls 36 38 -5.26%
Total Puts 37 38 -2.63%
PUT/CALL Ratio 1.03 1.0 Neutral

Statistics: TFC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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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.

Top 25 institutional holders of TFC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MONTGOMERY INVESTMENT MANAGEMENT INC 4.99% 318,131 $14.6M
2 COERENTE CAPITAL MANAGEMENT 2.90% 338,586 $15.6M
3 PROFESSIONAL ADVISORY SERVICES INC 2.62% 412,787 $19K
4 Baugh & Associates, LLC 2.43% 122,147 $5.6M
5 Welch Group, LLC 2.30% 1,329,163 $61.1M
6 GODSEY & GIBB, INC 1.95% 486,408 $22.4M
7 Towne Trust Company, N.A 1.76% 119,112 $5.5M
8 ROWLANDMILLER & PARTNERS.ADV 1.72% 184,285 $8K
9 Signature Wealth Management Group 1.57% 90,031 $4.1M
10 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.49% 677,954 $31K
11 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1.32% 388,748 $17.9M
12 WHITENER CAPITAL MANAGEMENT, INC. 1.26% 120,615 $5.5M
13 Cardinal Capital Management 1.24% 208,676 $9.6M
14 TWIN CITY PRIVATE WEALTH, LLC 1.21% 34,663 $1.6M
15 Hardin Capital Partners, LLC 1.18% 55,090 $2.5M
16 Alpha Omega Wealth Management LLC 1.14% 152,493 $7.0M
17 Fearless Solutions, LLC dba Best Invest 1.07% 38,749 $1.8M
18 Hilton Head Capital Partners, LLC 1.05% 40,680 $1.9M
19 LAWOOD & CO 1.01% 23,784 $1.1M
20 AVITY INVESTMENT MANAGEMENT INC. 1.00% 298,797 $13.7M
21 Bank & Trust Co 0.98% 31,771 $1.5M
22 HF Advisory Group, LLC 0.97% 62,226 $2.9M
23 IVC Wealth Advisors LLC 0.95% 47,827 $2.2M
24 Kentucky Trust Co 0.91% 37,631 $1.7M
25 Wealth Group, Ltd. 0.84% 19,500 —
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TFC?

Slight buying edge — 53% buying: Last quarter: 815 funds bought or added vs 716 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TFC holders?

Elite ownership — 66% AUM from top-100 funds: 45 of 1556 holders are among the 100 largest funds by AUM, controlling 66% 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?

68% of holders stayed for 2+ years: 1,060 out of 1,556 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.

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.