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
↑ +52
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — TFC

Based on 1703 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,703 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 — +12% more funds vs a year ago

fund count last 6Q
+181 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

819 buying806 selling
Last quarter: 819 funds bought or added vs 806 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new TFC position: 136 → 253 → 164 → 175. 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+) ■ 16% medium ■ 16% new
1,158 out of 1,703 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.
➡️

Steady discovery — ~175 new funds/quarter

132 → 136 → 253 → 164 → 175 new funds/Q
New funds entering each quarter: 136 → 253 → 164 → 175. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 1,758 holders: 1,248 (71%) are 2+ year veterans, 203 entered 1–2 years ago, and 307 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
69 of 1694 holders are among the 100 largest funds by AUM, controlling 68% 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 Q2, 819 hedge funds were net buyers of TFC (175 opened a new position, 644 added to an existing one), while 806 reduced or exited (683 trimmed, 123 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 68% of total institutional value in TFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +52 funds (more new holders than closures). Total institutional holders: 1703.

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

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

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

49 top-rated funds 12 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.2
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1686 1651 2.12%
13F Shares 945M 942M 0.35%
Total Value $46.06B $42.29B 8.9%
New Positions 174 164 +10
Increased Positions 622 634 -12
Closed Positions 130 175 -45
Reduced Positions 666 645 +21
Total Calls 31 31 -
Total Puts 33 34 -2.94%
PUT/CALL Ratio 1.06 1.1 Neutral

Statistics: TFC

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ategra Capital Management, LLC 8.87% 395,710 $19.7M
2 Reliant Investment Partners, LLC 5.03% 148,329 $7.4M
3 Montgomery Investment Management Inc 4.79% 317,013 $15.8M
4 Prana Capital Management, LP 3.84% 2,543,279 $126.7M
5 Black Maple Capital Management LP 3.76% 133,000 $6.6M
6 Griffith & Werner, Inc. 3.46% 148,409 $7.4M
7 Shapiro Capital Management LLC 3.40% 1,126,729 $56.1M
8 Carlson Capital, L.P. 3.33% 330,162 $16.4M
9 Mcrae Capital Management Inc 3.30% 336,720 $16.8M
10 Regal Partners Ltd 3.29% 1,194,516 $59.5M
11 Coerente Capital Management 3.20% 348,674 $17.4M
12 Continental Advisors LLC 2.94% 139,650 $7.0M
13 FJ Capital Management LLC 2.89% 446,477 $22.2M
14 Loudon Investment Management, LLC 2.86% 116,962 $5.8M
15 Edmp, INC. 2.61% 65,153 $3.2M
16 Catherine Avery Investment Management LLC 2.49% 114,289 $5.7M
17 Baugh & Associates, LLC 2.47% 112,195 $5.6M
18 Welch Group, LLC 2.28% 1,339,362 $66.7M
19 Ategra Capital Management, LLC 2.24% 100,000 $5.0M
20 Cullen Capital Management, LLC 2.19% 4,473,955 $222.9M
21 Equity Investment Corp 2.14% 2,256,163 $112.4M
22 Tweedy, Browne Co LLC 2.06% 546,256 $27.2M
23 Godsey & Gibb, Inc 2.01% 490,908 $24.5M
24 Skba Capital Management LLC 1.85% 225,450 $11.2M
25 Veratis Advisors, Inc. 1.85% 52,525 $2.6M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 50% buying: Last quarter: 819 funds bought or added vs 806 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 — 68% AUM from top-100 funds: 69 of 1694 holders are among the 100 largest funds by AUM, controlling 68% 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: 1,158 out of 1,703 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.

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