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Triumph Financial, Inc.
TFIN

Overview Fund Activity

211 hedge funds and large institutions have $1.96B invested in Triumph Financial, Inc. in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
68
Reduced
73
Closed
20
Calls
$6.86M
Puts
$1.09M
Net Calls
+$5.77M
Net Calls Change
-$13.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$18M
2
State Street
State Street
Massachusetts
+$7.21M
3
BlackRock
BlackRock
New York
+$4.85M
4
LCG
Luxor Capital Group
New York
+$4.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.67M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$15.4M
2
CM
Cercano Management
Washington
-$10.4M
3
DCM
Driehaus Capital Management
Illinois
-$6.57M
4
Bank of America
Bank of America
North Carolina
-$5.93M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
151
Wallace Advisory Group
California
$226K -$13.7K -172 -6%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$225K -$6.09K -67 -3%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$219K +$219K +2,406 New
CCA
154
Cottonwood Capital Advisors
Utah
$215K +$215K +2,364 New
MBTD
155
Mechanics Bank - Trust Department
California
$202K +$202K +2,223 New
AIP
156
Ameritas Investment Partners
Nebraska
$201K – – –
Fidelity Investments
157
Fidelity Investments
Massachusetts
$145K +$10.5K +115 +8%
PWA
158
Principia Wealth Advisory
Texas
$136K +$136K +1,500 New
KBC Group
159
KBC Group
Belgium
$110K +$37.6K +414 +52%
SAM
160
Shell Asset Management
Netherlands
$96K – – –
CAM
161
Creekmur Asset Management
Illinois
$90.9K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$90.4K -$431K -4,745 -83%
Walleye Capital
163
Walleye Capital
New York
$65.9K +$65.9K +725 New
SAM
164
Smartleaf Asset Management
Massachusetts
$51.3K +$38.8K +426 +311%
ACM
165
Aquatic Capital Management
Illinois
$47.2K +$1.73K +19 +4%
MCM
166
MAI Capital Management
Ohio
$45.4K +$45.4K +500 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$36K -$1.27K -14 -3%
GI
168
GAMMA Investing
California
$34.4K +$6.36K +70 +23%
FHA
169
First Horizon Advisors
Tennessee
$34.3K – – –
FFA
170
Farther Finance Advisors
California
$31.9K -$1.55K -17 -5%
CTC
171
Central Trust Company
Missouri
$24.7K – – –
RTC
172
Riverview Trust Company
Washington
$23.3K – – –
S
173
SignatureFD
Georgia
$20.1K -$1.36K -15 -6%
PS
174
Principal Securities
Iowa
$19.1K -$91 -1 -0.5%
QC
175
Quent Capital
New York
$18.2K – – –
5 6
7
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