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Triumph Financial Inc

204 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, 85 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:

4.49% more ownership

Funds ownership: 95.34%99.83% (+4.5%)

36% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 85

61% less call options, than puts

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

Holders
204
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
WWM
176
Wolff Wiese Magana
California
$6.58K
ACM
177
Aster Capital Management
United Arab Emirates
$6.39K
LFG
178
Larson Financial Group
Missouri
$6.01K
HCA
179
Harbor Capital Advisors
Illinois
$5K
NS
180
NBC Securities
Alabama
$4.88K
BFS
181
Bare Financial Services
Pennsylvania
$4.57K
HHCP
182
Hilton Head Capital Partners
South Carolina
$4.01K
Jones Financial Companies
183
Jones Financial Companies
Missouri
$3.82K
Optiver Holding
184
Optiver Holding
Netherlands
$3.63K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$3.63K
AAP
186
Arax Advisory Partners
Colorado
$3.44K
AA
187
Ancora Advisors
Ohio
$3.13K
HNB
188
Huntington National Bank
Ohio
$2.57K
RIL
189
Rothschild Investment LLC
Illinois
$2.57K
VCM
190
Versant Capital Management
Arizona
$2.32K
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$2.25K
TF
192
Tompkins Financial
New York
$1.13K
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$1K
SPIA
194
Steward Partners Investment Advisory
New York
$814
TWD
195
True Wealth Design
Ohio
$689
FHA
196
Flagship Harbor Advisors
Massachusetts
$376
Federated Hermes
197
Federated Hermes
Pennsylvania
$313
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$313
AW
199
Ankerstar Wealth
Texas
$313
RFP
200
Root Financial Partners
California
$251