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Triumph Financial Inc

215 hedge funds and large institutions have $1.44B invested in Triumph Financial Inc in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 64

4% more funds holding

Funds holding: 206215 (+9)

1.57% more ownership

Funds ownership: 99.95%101.52% (+1.6%)

3% less capital invested

Capital invested by funds: $1.49B → $1.44B (-$46.9M)

96% less call options, than puts

Call options by funds: $263K | Put options by funds: $6.56M

Holders
215
Holders Change
+9
Holders Change %
+4.37%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
36
Increased
75
Reduced
64
Closed
24
Calls
$263K
Puts
$6.56M
Net Calls
-$6.29M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$197M -$454K -7,262 -0.2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$117M -$8.98M -143,700 -7%
State Street
3
State Street
Massachusetts
$86.6M +$8.19M +131,046 +10%
AC
4
AltraVue Capital
Washington
$85.4M -$5.26M -84,160 -6%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$79.9M -$2.34M -37,479 -3%
VCM
6
Vanguard Capital Management
Pennsylvania
$59.6M +$62.4M +998,888 New
VPM
7
Vanguard Portfolio Management
Pennsylvania
$52.1M +$54.6M +873,584 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$49.6M +$221K +3,530 +0.4%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$45.5M -$3.02M -48,264 -6%
FCM
10
Frontier Capital Management
Massachusetts
$38.5M -$6.7M -107,120 -14%
Citadel Advisors
11
Citadel Advisors
Florida
$36.7M +$1.85M +29,612 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.6M +$886K +14,181 +3%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$32.1M +$6.18M +98,932 +22%
RIM
14
Ranger Investment Management
Texas
$31.2M +$10.7M +170,871 +48%
American Century Companies
15
American Century Companies
Missouri
$28.5M -$14.9M -238,516 -33%
Bank of America
16
Bank of America
North Carolina
$27.4M +$3.34M +53,399 +13%
IMA
17
Investment Management Associates
Colorado
$21.1M +$865K +13,841 +4%
Morgan Stanley
18
Morgan Stanley
New York
$20.1M +$5.36M +85,741 +34%
Charles Schwab
19
Charles Schwab
California
$17.4M +$111K +1,781 +0.6%
UBS Group
20
UBS Group
Switzerland
$16.1M +$10.5M +167,235 +163%
Goldman Sachs
21
Goldman Sachs
New York
$16M +$8.65M +138,446 +107%
Northern Trust
22
Northern Trust
Illinois
$14.2M +$754K +12,068 +5%
LCG
23
Luxor Capital Group
New York
$13.9M -$31.7M -507,659 -69%
Wells Fargo
24
Wells Fargo
California
$11.6M -$1.92M -30,779 -14%
PCM
25
Peregrine Capital Management
Minnesota
$10.7M -$1.11M -17,686 -9%