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Triumph Financial Inc

210 hedge funds and large institutions have $1.24B invested in Triumph Financial Inc in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

789% more call options, than puts

Call options by funds: $5.15M | Put options by funds: $579K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

45% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 62

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

3.44% more ownership

Funds ownership: 92.75%96.18% (+3.4%)

1% more funds holding

Funds holding: 207210 (+3)

1% less capital invested

Capital invested by funds: $1.26B → $1.24B (-$14M)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
90
Reduced
62
Closed
28
Calls
$5.15M
Puts
$579K
Net Calls
+$4.57M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
201
Bare Financial Services
Pennsylvania
$331 +$334 +6 New
LFG
202
Larson Financial Group
Missouri
$220 +$111 +2 +100%
AAS
203
Ameritas Advisory Services
Nebraska
$165 +$167 +3 New
FFO
204
Fortitude Family Office
Arizona
$165 +$167 +3 New
DPW
205
DiNuzzo Private Wealth
Pennsylvania
$111 +$111 +2 New
BHWM
206
Bay Harbor Wealth Management
Maryland
$110 +$111 +2 New
HIA
207
HFM Investment Advisors
New Jersey
$110 +$111 +2 New
SIC
208
SJS Investment Consulting
Ohio
$56 -$111 -2 -67%
RWM
209
Rialto Wealth Management
New York
$56 +$56 +1 New
Wellington Management Group
210
Wellington Management Group
Massachusetts
-$5.75M -99,454 Closed
FSCM
211
First Sabrepoint Capital Management
Texas
-$4.62M -80,000 Closed
TC
212
TownSquare Capital
Utah
-$4.24M -73,413 Closed
AIMCA
213
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.02M -35,020 Closed
SSA
214
Schonfeld Strategic Advisors
New York
-$1.4M -24,140 Closed
MIM
215
MetLife Investment Management
New Jersey
-$759K -13,138 Closed
GWM
216
Gibbs Wealth Management
Georgia
-$738K -12,776 Closed
XT
217
XTX Topco
Cayman Islands
-$694K -12,007 Closed
CF
218
Corebridge Financial
Texas
-$667K -11,537 Closed
YIH
219
Y-Intercept (HK)
Hong Kong
-$587K -10,153 Closed
HSBC Holdings
220
HSBC Holdings
United Kingdom
-$439K -7,564 Closed
A
221
AlphaQuest
New York
-$362K -6,271 Closed
ACM
222
Aquatic Capital Management
Illinois
-$326K -5,648 Closed
CWM
223
CIBC World Markets
New York
-$283K -4,904 Closed
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
-$206K -3,562 Closed
WAG
225
Wallace Advisory Group
California
-$258K -2,837 Closed

TFIN Hedge Fund Activity: Q2 2025 in Review

210 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q2 2025, worth a combined $1.24B — down 1.1% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TFIN positions and 28 closed out — a net gain of 3 holders — while 90 added to existing stakes and 62 trimmed.

The largest buyer was AltraVue Capital, adding an estimated $17.2M. The largest seller was Luxor Capital Group, cutting an estimated $8.26M.

  • 210 institutional investors held Triumph Financial Inc (TFIN) as of Q2 2025, up from 207 in Q1 2025.
  • Funds reported $1.24B of Triumph Financial Inc stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 31 funds opened new Triumph Financial Inc positions in Q2 2025 and 28 closed out, a net change of +3 holders.
  • The largest Triumph Financial Inc buyer in Q2 2025 was AltraVue Capital, an estimated $17.2M added.
  • The largest Triumph Financial Inc seller in Q2 2025 was Luxor Capital Group, an estimated $8.26M sold.

Based on aggregated 13F filings for Q2 2025.