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Texas Capital Bancshares

338 hedge funds and large institutions have $4.27B invested in Texas Capital Bancshares in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $4.01B → $4.27B (+$253M)

4.77% more ownership

Funds ownership: 97.07%101.83% (+4.8%)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 119

2% less funds holding

Funds holding: 344338 (-6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
338
Holders Change
-6
Holders Change %
-1.74%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
48
Increased
115
Reduced
119
Closed
47
Calls
$1.21M
Puts
Net Calls
+$1.21M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
301
Clearstead Trust
Maine
$6.45K +$1.66K +17 +33%
JWA
302
JFS Wealth Advisors
Pennsylvania
$5.5K +$390 +4 +7%
KFAS
303
Keating Financial Advisory Services
Kansas
$4.46K +$1.76K +18 +62%
RF
304
Rossby Financial
Florida
$4.31K +$4.39K +45 New
BWA
305
Basecamp Wealth Advisors
Washington
$4.27K
MFT
306
Moisand Fitzgerald Tamayo
Florida
$4.27K
CFO
307
CVA Family Office
Colorado
$4.17K +$4.29K +44 New
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$3.79K
WA
309
WPG Advisers
Maryland
$3.7K -$2.24K -23 -37%
SIC
310
SJS Investment Consulting
Ohio
$3.61K +$585 +6 +19%
SS
311
SBI Securities
Japan
$3.04K
LFG
312
Larson Financial Group
Missouri
$2.94K
HI
313
Harbour Investments
Wisconsin
$2.85K
LI
314
LRI Investments
Florida
$2.56K
TFA
315
Transamerica Financial Advisors
Florida
$2.09K +$98 +1 +5%
PWMG
316
Prestige Wealth Management Group
New Jersey
$1.42K
TPWA
317
Twin Peaks Wealth Advisors
California
$1.42K +$1.46K +15 New
HWP
318
Highline Wealth Partners
California
$1.33K
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$1.14K
BHWM
320
Bay Harbor Wealth Management
Maryland
$1.14K +$585 +6 +100%
TM
321
Torren Management
California
$1.04K -$42.4K -435 -98%
AGWCA
322
Annis Gardner Whiting Capital Advisors
Florida
$1.04K
CA
323
Clearstead Advisors
Ohio
$949 -$16.1K -165 -94%
ZBNA
324
Zions Bancorporation, National Association
Utah
$759 +$780 +8 New
SWM
325
Spire Wealth Management
Virginia
$664