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Texas Capital Bancshares
TCBI

333 hedge funds and large institutions have $3.83B invested in Texas Capital Bancshares in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 25

10% more funds holding

Funds holding: 303 → 333 (+30)

5% more capital invested

Capital invested by funds: $3.64B → $3.83B (+$196M)

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

0.69% less ownership

Funds ownership: 99.76% → 99.07% (-0.69%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

21% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.78M

Holders
333
Holders Change
+30
Holders Change %
+9.9%
% of All Funds
4.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
58
Increased
112
Reduced
109
Closed
25
Calls
$1.41M
Puts
$1.78M
Net Calls
-$371K
Net Calls Change
+$2.38M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$32.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$28.8M
3
AG
Algert Global
California
+$22.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$22M
5
JAM
Jupiter Asset Management
United Kingdom
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
NRCM
North Reef Capital Management
California
-$122M
2
FGP
Freestone Grove Partners
California
-$56.7M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$13.2M
4
American Century Companies
American Century Companies
Missouri
-$11.7M
5
Morgan Stanley
Morgan Stanley
New York
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
301
Hillsdale Investment Management
Ontario, Canada
$7.61K +$7.69K +90 New
FFO
302
Fortitude Family Office
Arizona
$7.52K – – –
CTC
303
Central Trust Company
Missouri
$6.76K +$6.84K +80 New
HWM
304
Hemington Wealth Management
Virginia
$6K +$1.2K +14 +23%
WA
305
WPG Advisers
Maryland
$5.24K – – –
GRP
306
Global Retirement Partners
California
$3.8K – – –
MFT
307
Moisand Fitzgerald Tamayo
Florida
$3.8K – – –
JWA
308
JFS Wealth Advisors
Pennsylvania
$3.38K – – –
PA
309
Parallel Advisors
California
$3.38K +$171 +2 +5%
MG
310
Mather Group
Illinois
$3.38K +$3.42K +40 New
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$3.21K – – –
HI
312
Harbour Investments
Wisconsin
$2.54K – – –
PS
313
Principal Securities
Iowa
$2.54K – – –
LI
314
LRI Investments
Florida
$2.28K – – –
FFA
315
Farther Finance Advisors
California
$1.86K +$513 +6 +38%
LFG
316
Larson Financial Group
Missouri
$1.77K +$1.79K +21 New
TFA
317
Transamerica Financial Advisors
Florida
$1.77K +$1.79K +21 New
PWMG
318
Prestige Wealth Management Group
New Jersey
$1.27K – – –
SS
319
SBI Securities
Japan
$1.27K +$256 +3 +25%
HWP
320
Highline Wealth Partners
California
$1.18K – – –
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$1.04K – – –
S
322
Sachetta
Massachusetts
$1.01K – – –
Jones Financial Companies
323
Jones Financial Companies
Missouri
$779 – – –
HNB
324
Huntington National Bank
Ohio
$508 – – –
SIC
325
SJS Investment Consulting
Ohio
$508 – – –
11 12
13
14 15

TCBI Hedge Fund Activity: Q3 2025 in Review

333 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Texas Capital Bancshares (TCBI) for Q3 2025, worth a combined $3.83B — up 5.4% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TCBI positions and 25 closed out — a net gain of 33 holders — while 112 added to existing stakes and 109 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $32.9M. The largest seller was North Reef Capital Management, cutting an estimated $122M.

  • 333 institutional investors held Texas Capital Bancshares (TCBI) as of Q3 2025, up from 303 in Q2 2025.
  • Funds reported $3.83B of Texas Capital Bancshares stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 58 funds opened new Texas Capital Bancshares positions in Q3 2025 and 25 closed out, a net change of +33 holders.
  • The largest Texas Capital Bancshares buyer in Q3 2025 was AQR Capital Management, an estimated $32.9M added.
  • The largest Texas Capital Bancshares seller in Q3 2025 was North Reef Capital Management, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2025.