We are live on ! Find out more
TFIN icon

Triumph Financial Inc

215 hedge funds and large institutions have $1.44B invested in Triumph Financial Inc in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 64

4% more funds holding

Funds holding: 206215 (+9)

1.57% more ownership

Funds ownership: 99.95%101.52% (+1.6%)

3% less capital invested

Capital invested by funds: $1.49B → $1.44B (-$46.9M)

96% less call options, than puts

Call options by funds: $263K | Put options by funds: $6.56M

Holders
215
Holders Change
+9
Holders Change %
+4.37%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
36
Increased
75
Reduced
64
Closed
24
Calls
$263K
Puts
$6.56M
Net Calls
-$6.29M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
201
Bare Financial Services
Pennsylvania
$1.97K -$2.5K -40 -55%
RFP
202
Root Financial Partners
California
$1.31K +$1.13K +18 +450%
KFAS
203
Keating Financial Advisory Services
Kansas
$1.07K +$1.13K +18 New
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$835 -$125 -2 -13%
TWD
205
True Wealth Design
Ohio
$657
GWM
206
Gilpin Wealth Management
Colorado
$299 +$188 +3 +150%
AW
207
Ankerstar Wealth
Texas
$298
Federated Hermes
208
Federated Hermes
Pennsylvania
$298
MCM
209
MAI Capital Management
Ohio
$239 +$250 +4 New
SIC
210
SJS Investment Consulting
Ohio
$239 +$250 +4 New
EP
211
Essential Partners
California
$119 +$125 +2 New
IA
212
IFP Advisors
Florida
$60
RWM
213
Rialto Wealth Management
New York
$60
TPWA
214
Twin Peaks Wealth Advisors
California
$60 +$63 +1 New
Corient Private Wealth
215
Corient Private Wealth
Florida
-$3.63M -57,999 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.27M -20,278 Closed
CRC
217
Curi RMB Capital
Illinois
-$1.15M -18,311 Closed
LCM
218
Laurion Capital Management
New York
-$839K -13,404 Closed
FIA
219
Foundations Investment Advisors
Arizona
-$541K -8,636 Closed
Verition Fund Management
220
Verition Fund Management
Connecticut
-$472K -7,544 Closed
KPP
221
Kings Path Partners
Texas
-$351K -5,605 Closed
Millennium Management
222
Millennium Management
New York
-$330K -5,274 Closed
DFCM
223
Dark Forest Capital Management
Puerto Rico
-$286K -4,574 Closed
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
-$276K -4,409 Closed
PA
225
Profund Advisors
Maryland
-$274K -4,380 Closed