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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 %
LFG
201
Larson Financial Group
Missouri
$220 +$110 +2 +100%
AAS
202
Ameritas Advisory Services
Nebraska
$165 +$165 +3 New
FFO
203
Fortitude Family Office
Arizona
$165 +$165 +3 New
DPW
204
DiNuzzo Private Wealth
Pennsylvania
$111 +$111 +2 New
HIA
205
HFM Investment Advisors
New Jersey
$110 +$110 +2 New
BHWM
206
Bay Harbor Wealth Management
Maryland
$110 +$110 +2 New
SIC
207
SJS Investment Consulting
Ohio
$56 -$112 -2 -67%
RWM
208
Rialto Wealth Management
New York
$56 +$56 +1 New
Wellington Management Group
209
Wellington Management Group
Massachusetts
– -$5.75M -99,454 Closed
FSCM
210
First Sabrepoint Capital Management
Texas
– -$4.62M -80,000 Closed
TC
211
TownSquare Capital
Utah
– -$4.24M -73,413 Closed
AIMCA
212
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.02M -35,020 Closed
SSA
213
Schonfeld Strategic Advisors
New York
– -$1.4M -24,140 Closed
MIM
214
MetLife Investment Management
New Jersey
– -$759K -13,138 Closed
XT
215
XTX Topco
Cayman Islands
– -$694K -12,007 Closed
CF
216
Corebridge Financial
Texas
– -$667K -11,537 Closed
YIH
217
Y-Intercept (HK)
Hong Kong
– -$587K -10,153 Closed
HSBC Holdings
218
HSBC Holdings
United Kingdom
– -$439K -7,564 Closed
A
219
AlphaQuest
New York
– -$362K -6,271 Closed
ACM
220
Aquatic Capital Management
Illinois
– -$326K -5,648 Closed
CWM
221
CIBC World Markets
New York
– -$283K -4,904 Closed
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
– -$206K -3,562 Closed
WAG
223
Wallace Advisory Group
California
– -$258K -2,837 Closed
QCG
224
Quadrant Capital Group
Ohio
– -$23.6K -408 Closed
RTC
225
Riverview Trust Company
Washington
– -$14.8K -256 Closed
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