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Triumph Financial, Inc.
TFIN

Overview Fund Activity

209 hedge funds and large institutions have $1.24B invested in Triumph Financial, Inc. in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
90
Reduced
60
Closed
27
Calls
$5.15M
Puts
$579K
Net Calls
+$4.57M
Net Calls Change
-$2.48M

Top Buyers

1
AC
AltraVue Capital
Washington
+$17M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$9.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$9.46M
4
IMA
Investment Management Associates
Colorado
+$7.26M
5
Bank of America
Bank of America
North Carolina
+$4.26M

Top Sellers

1
LCG
Luxor Capital Group
New York
-$8.17M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$7.98M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.75M
4
FSCM
First Sabrepoint Capital Management
Texas
-$4.62M
5
American Century Companies
American Century Companies
Missouri
-$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$122K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$101K -$26.8K -486 -21%
PWA
153
Principia Wealth Advisory
Texas
$82.7K – – –
CAM
154
Creekmur Asset Management
Illinois
$55.1K +$55.1K +1,000 New
SAM
155
Shell Asset Management
Netherlands
$50K -$5.55K -101 -10%
KBC Group
156
KBC Group
Belgium
$45K -$30K -547 -40%
GI
157
GAMMA Investing
California
$41K +$2.54K +46 +7%
GIM
158
Glenmede Investment Management
Pennsylvania
$31.1K +$31.1K +564 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$26K -$5.9K -109 -19%
BIG
160
Brooklyn Investment Group
New York
$24.4K +$10.7K +195 +79%
FHA
161
First Horizon Advisors
Tennessee
$20.8K – – –
SCM
162
Sterling Capital Management
North Carolina
$19.6K +$16.7K +303 +572%
EWA
163
EverSource Wealth Advisors
Alabama
$17.2K +$14K +254 +431%
FFA
164
Farther Finance Advisors
California
$16.1K +$4.3K +78 +36%
CTC
165
Central Trust Company
Missouri
$15K – – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$14.8K +$8.16K +148 +123%
PS
167
Principal Securities
Iowa
$14.7K +$3.14K +57 +27%
VCM
168
Versant Capital Management
Arizona
$13.7K -$2.87K -52 -17%
S
169
SignatureFD
Georgia
$13.4K +$1.21K +22 +10%
UB
170
UMB Bank
Missouri
$12.6K +$12.6K +229 New
IA
171
IFP Advisors
Florida
$12.6K -$116 – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$9.7K +$1.71K +31 +21%
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$9K +$9K +156 New
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.72K +$4.02K +73 +109%
SAM
175
Smartleaf Asset Management
Massachusetts
$6.43K -$18.2K -322 -74%
5 6
7
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