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Triumph Financial Inc

207 hedge funds and large institutions have $1.26B invested in Triumph Financial Inc in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,190% more call options, than puts

Call options by funds: $7.27M | Put options by funds: $221K

0.38% more ownership

Funds ownership: 92.37%92.75% (+0.38%)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

3% less funds holding

Funds holding: 213207 (-6)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

36% less capital invested

Capital invested by funds: $1.96B → $1.26B (-$707M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
24
Increased
71
Reduced
75
Closed
28
Calls
$7.27M
Puts
$221K
Net Calls
+$7.05M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$187M -$7.41M -101,596 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$173M +$24.1M +330,165 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M -$2.4M -32,869 -2%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$87.3M +$24.4M +334,764 +28%
State Street
5
State Street
Massachusetts
$74.5M +$2.22M +30,454 +2%
AC
6
AltraVue Capital
Washington
$53.3M +$3.85M +52,853 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$51.7M -$3.73M -51,227 -5%
LCG
8
Luxor Capital Group
New York
$45.8M +$2.72M +37,350 +5%
American Century Companies
9
American Century Companies
Missouri
$40.6M -$5.83M -79,949 -10%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$38M -$13.5M -185,500 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.7M +$1.01M +13,827 +3%
Bank of America
12
Bank of America
North Carolina
$22.1M +$2.27M +31,146 +9%
RIM
13
Ranger Investment Management
Texas
$21.7M -$324K -4,446 -1%
Wells Fargo
14
Wells Fargo
California
$13.4M -$490K -6,719 -3%
Northern Trust
15
Northern Trust
Illinois
$13.1M -$152K -2,082 -0.9%
Morgan Stanley
16
Morgan Stanley
New York
$12.3M -$987K -13,546 -6%
Charles Schwab
17
Charles Schwab
California
$12M +$568K +7,794 +4%
BFC
18
Banc Funds Company
Illinois
$11.1M -$2.22M -30,500 -14%
PCM
19
Peregrine Capital Management
Minnesota
$10.5M +$2.62M +35,990 +25%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$9.59M +$1.69M +23,244 +16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.11M -$443K -6,082 -4%
Citadel Advisors
22
Citadel Advisors
Florida
$8.05M +$6.26M +85,897 +161%
Marshall Wace
23
Marshall Wace
United Kingdom
$7.62M +$7.88M +108,109 +456%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.59M -$457K -6,274 -5%
NI
25
NFC Investments
Tennessee
$7.47M -$449K -6,155 -5%

TFIN Hedge Fund Activity: Q1 2025 in Review

207 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q1 2025, worth a combined $1.26B — down 36% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TFIN and 24 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 71 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $24.4M. The largest seller was Wellington Management Group, cutting an estimated $16.5M.

  • 207 institutional investors held Triumph Financial Inc (TFIN) as of Q1 2025, down from 213 in Q4 2024.
  • Funds reported $1.26B of Triumph Financial Inc stock for Q1 2025, down 36% quarter-over-quarter.
  • 24 funds opened new Triumph Financial Inc positions in Q1 2025 and 28 closed out, a net change of -4 holders.
  • The largest Triumph Financial Inc buyer in Q1 2025 was Thrivent Financial for Lutherans, an estimated $24.4M added.
  • The largest Triumph Financial Inc seller in Q1 2025 was Wellington Management Group, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2025.