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Texas Capital Bancshares

304 hedge funds and large institutions have $3.43B invested in Texas Capital Bancshares in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.08% more ownership

Funds ownership: 99.52%99.6% (+0.08%)

1% less funds holding

Funds holding: 306304 (-2)

5% less capital invested

Capital invested by funds: $3.6B → $3.43B (-$166M)

19% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 112

95% less call options, than puts

Call options by funds: $209K | Put options by funds: $3.96M

Holders
304
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.08%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
38
Increased
91
Reduced
112
Closed
37
Calls
$209K
Puts
$3.96M
Net Calls
-$3.75M
Net Calls Change
-$762K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$436M -$10.3M -132,333 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M +$808K +10,399 +0.2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$249M +$2.08M +26,786 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$224M -$10.8M -138,357 -4%
State Street
5
State Street
Massachusetts
$193M -$19.1M -246,242 -9%
NRCM
6
North Reef Capital Management
California
$158M +$92M +1,183,784 +128%
AllianceBernstein
7
AllianceBernstein
Tennessee
$111M -$9.56M -123,004 -8%
AQR Capital Management
8
AQR Capital Management
Connecticut
$105M +$51.1M +657,630 +85%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$87.5M +$2.48M +31,959 +3%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.8M -$3.13M -40,210 -3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$68.8M -$756K -9,725 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$60.7M +$5.3M +68,195 +9%
Northern Trust
13
Northern Trust
Illinois
$47.9M -$1.51M -19,399 -3%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$44.8M -$2.15M -27,718 -4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$44.2M +$1.1M +14,169 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$43.8M -$14.5M -186,592 -24%
Norges Bank
17
Norges Bank
Norway
$42.7M +$2.61M +33,601 +6%
Goldman Sachs
18
Goldman Sachs
New York
$41.8M +$1.57M +20,231 +4%
Charles Schwab
19
Charles Schwab
California
$41.2M -$1.63M -20,965 -4%
FGP
20
Freestone Grove Partners
California
$36.8M +$38.3M +492,362 New
HA
21
Heartland Advisors
Wisconsin
$35.8M -$8.57M -110,286 -19%
SBH
22
Segall Bryant & Hamill
Illinois
$35.5M -$1.16M -14,912 -3%
ACL
23
Azora Capital LP
Florida
$28.8M +$4.88M +62,765 +19%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$26.9M +$2.26M +29,074 +9%
N
25
Nuveen
North Carolina
$25.8M -$4.01M -51,596 -13%

TCBI Hedge Fund Activity: Q1 2025 in Review

304 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Texas Capital Bancshares (TCBI) for Q1 2025, worth a combined $3.43B — down 4.6% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TCBI positions and 37 closed out — a net gain of 1 holder — while 91 added to existing stakes and 112 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $92M. The largest seller was Invesco, cutting an estimated $31.4M.

  • 304 institutional investors held Texas Capital Bancshares (TCBI) as of Q1 2025, down from 306 in Q4 2024.
  • Funds reported $3.43B of Texas Capital Bancshares stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 38 funds opened new Texas Capital Bancshares positions in Q1 2025 and 37 closed out, a net change of +1 holder.
  • The largest Texas Capital Bancshares buyer in Q1 2025 was North Reef Capital Management, an estimated $92M added.
  • The largest Texas Capital Bancshares seller in Q1 2025 was Invesco, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2025.