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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 %
WSFS
176
Wilmington Savings Fund Society
Delaware
$6.17K +$1.43K +26 +30%
WWM
177
Wolff Wiese Magana
California
$4.46K – – –
HNB
178
Huntington National Bank
Ohio
$4.08K +$4.08K +74 New
NS
179
NBC Securities
Alabama
$4K -$132K -2,572 -97%
HCA
180
Harbor Capital Advisors
Illinois
$4K -$1.64K -32 -29%
HFS
181
Hantz Financial Services
Michigan
$4K +$3.9K +78 +3,900%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$3.25K +$2.87K +52 +743%
Bessemer Group
183
Bessemer Group
New Jersey
$3K +$735 +12 +32%
AF
184
Allworth Financial
California
$2.92K +$1.76K +32 +152%
AA
185
Ancora Advisors
Ohio
$2.76K – – –
Jones Financial Companies
186
Jones Financial Companies
Missouri
$2.54K -$564 -10 -18%
MFT
187
Moisand Fitzgerald Tamayo
Florida
$1.54K – – –
AAP
188
Arax Advisory Partners
Colorado
$1.1K – – –
RIL
189
Rothschild Investment LLC
Illinois
$1.1K – – –
BTI
190
Blue Trust Inc
Georgia
$992 – – –
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$882 – – –
MCM
192
MAI Capital Management
Ohio
$882 +$882 +16 New
CT
193
Clearstead Trust
Maine
$882 +$882 +16 New
T
194
Transce3nd
Texas
$827 – – –
SPIA
195
Steward Partners Investment Advisory
New York
$716 +$716 +13 New
TWD
196
True Wealth Design
Ohio
$607 +$110 +2 +22%
JWA
197
JFS Wealth Advisors
Pennsylvania
$441 -$55 -1 -11%
TPWA
198
Twin Peaks Wealth Advisors
California
$433 +$433 +8 New
Federated Hermes
199
Federated Hermes
Pennsylvania
$386 -$882 -16 -70%
BFS
200
Bare Financial Services
Pennsylvania
$331 +$331 +6 New
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8
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