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Triumph Financial Inc

193 hedge funds and large institutions have $1.13B invested in Triumph Financial Inc in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $1.24B → $1.13B (-$110M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 34

Holders
193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$630K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
201
Precision Wealth Strategies
Missouri
HighTower Advisors
202
HighTower Advisors
Illinois
Norges Bank
203
Norges Bank
Norway
Corient Private Wealth
204
Corient Private Wealth
Florida
AWAU
205
Alliance Wealth Advisors (Utah)
Utah
Raymond James Financial
206
Raymond James Financial
Florida
Victory Capital Management
207
Victory Capital Management
Texas
FDS
208
First Dallas Securities
Texas
VF
209
Virtu Financial
New York
EGM
210
Engineers Gate Manager
New York
RDWM
211
Red Door Wealth Management
Tennessee
GIM
212
Glenmede Investment Management
Pennsylvania
BIG
213
Brooklyn Investment Group
New York
WSFS
214
Wilmington Savings Fund Society
Delaware
BTI
215
Blue Trust Inc
Georgia
MCM
216
MAI Capital Management
Ohio
T
217
Transce3nd
Texas
TPWA
218
Twin Peaks Wealth Advisors
California
HWM
219
Hemington Wealth Management
Virginia
LFG
220
Larson Financial Group
Missouri
AAS
221
Ameritas Advisory Services
Nebraska
FFO
222
Fortitude Family Office
Arizona
DPW
223
DiNuzzo Private Wealth
Pennsylvania
BHWM
224
Bay Harbor Wealth Management
Maryland
HIA
225
HFM Investment Advisors
New Jersey