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Triumph Financial Inc

205 hedge funds and large institutions have $1.49B invested in Triumph Financial Inc in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.59% more ownership

Funds ownership: 95.34%99.93% (+4.6%)

37% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 86

61% less call options, than puts

Call options by funds: $5.05M | Put options by funds: $12.9M

Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.05M
Puts
$12.9M
Net Calls
Net Calls Change

Top Sellers

1 -$34.5M
2 -$5.97M
3 -$3.36M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$3.21M
5
Morgan Stanley
Morgan Stanley
New York
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
101
Foundations Investment Advisors
Arizona
$541K
M&T Bank
102
M&T Bank
New York
$526K
Neuberger Berman Group
103
Neuberger Berman Group
New York
$497K
QCM
104
Quantinno Capital Management
New York
$480K
Verition Fund Management
105
Verition Fund Management
Connecticut
$472K
IIM
106
INTECH Investment Management
Florida
$464K
BIG
107
Brooklyn Investment Group
New York
$424K
AB
108
Amalgamated Bank
New York
$411K
YCM
109
Yousif Capital Management
Michigan
$408K
ASRS
110
Arizona State Retirement System
Arizona
$399K
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$389K
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$388K
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$386K
Creative Planning
114
Creative Planning
Kansas
$379K
AI
115
Atria Investments
North Carolina
$368K
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$355K
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$350K
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$340K
Millennium Management
119
Millennium Management
New York
$330K
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$326K
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$322K
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$317K
CFO
123
Callan Family Office
Pennsylvania
$315K
QT
124
Quantbot Technologies
New York
$312K
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$302K