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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
BlackRock
1
BlackRock
New York
$181M +$2.39M +42,980 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$157M -$8.06M -144,758 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$111M +$1.38M +24,861 +1%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$83.3M +$76.3K +1,370 +0.1%
State Street
5
State Street
Massachusetts
$72.3M +$1.32M +23,678 +2%
AC
6
AltraVue Capital
Washington
$67.9M +$17.2M +308,880 +33%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$48.2M -$1.17M -20,954 -2%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$45.9M +$9.79M +175,935 +27%
LCG
9
Luxor Capital Group
New York
$35.5M -$8.26M -148,283 -19%
American Century Companies
10
American Century Companies
Missouri
$34.2M -$4.57M -82,025 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30M +$791K +14,201 +3%
Bank of America
12
Bank of America
North Carolina
$25.3M +$4.31M +77,390 +20%
RIM
13
Ranger Investment Management
Texas
$20.3M -$440K -7,910 -2%
Marshall Wace
14
Marshall Wace
United Kingdom
$16.7M +$9.55M +171,580 +130%
Morgan Stanley
15
Morgan Stanley
New York
$15.7M +$4.05M +72,781 +34%
IMA
16
Investment Management Associates
Colorado
$13.6M +$7.33M +131,678 +114%
Charles Schwab
17
Charles Schwab
California
$13.5M +$2.12M +38,000 +18%
Wells Fargo
18
Wells Fargo
California
$13.3M +$593K +10,652 +5%
Northern Trust
19
Northern Trust
Illinois
$12.2M -$271K -4,862 -2%
BFC
20
Banc Funds Company
Illinois
$10.4M -$167K -3,000 -2%
PCM
21
Peregrine Capital Management
Minnesota
$8.67M -$1.34M -24,017 -13%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$8.59M -$555K -9,971 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.16M +$425K +7,635 +5%
NI
24
NFC Investments
Tennessee
$7.51M +$391K +7,025 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.45M +$221K +3,974 +3%

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.