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Triumph Financial Inc

194 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

1,563% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $630K

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

0.82% less ownership

Funds ownership: 96.18%95.36% (-0.82%)

8% less funds holding

Funds holding: 210194 (-16)

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
194
Holders Change
-16
Holders Change %
-7.62%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
71
Reduced
66
Closed
34
Calls
$10.5M
Puts
$630K
Net Calls
+$9.85M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$163M -$1.6M -27,188 -0.8%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$136M -$7.26M -123,226 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M -$163K -2,759 -0.1%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$74.2M -$1.67M -28,349 -2%
State Street
5
State Street
Massachusetts
$66.7M +$1.26M +21,326 +2%
AC
6
AltraVue Capital
Washington
$62.2M +$616K +10,450 +0.8%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$43.5M +$2.12M +35,905 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$42.8M -$1.15M -19,527 -2%
LCG
9
Luxor Capital Group
New York
$30.8M -$1.73M -29,435 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.4M -$976K -16,566 -3%
American Century Companies
11
American Century Companies
Missouri
$26M -$5.92M -100,515 -16%
FCM
12
Frontier Capital Management
Massachusetts
$24.5M +$28.8M +489,178 New
Bank of America
13
Bank of America
North Carolina
$23.4M +$444K +7,540 +2%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$18.1M +$12.1M +206,010 +132%
RIM
15
Ranger Investment Management
Texas
$18M -$486K -8,250 -2%
Morgan Stanley
16
Morgan Stanley
New York
$15.3M +$1.2M +20,363 +7%
Wells Fargo
17
Wells Fargo
California
$13.4M +$1.58M +26,903 +11%
Charles Schwab
18
Charles Schwab
California
$13.2M +$1.13M +19,135 +8%
IMA
19
Investment Management Associates
Colorado
$12.7M +$343K +5,820 +2%
Northern Trust
20
Northern Trust
Illinois
$11M -$120K -2,043 -0.9%
Marshall Wace
21
Marshall Wace
United Kingdom
$10.5M -$5.51M -93,540 -31%
PCM
22
Peregrine Capital Management
Minnesota
$9.17M +$1.53M +25,963 +17%
BFC
23
Banc Funds Company
Illinois
$7M -$2.92M -49,549 -26%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.97M -$519K -8,805 -6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.67M -$113K -1,915 -1%

TFIN Hedge Fund Activity: Q3 2025 in Review

194 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q3 2025, worth a combined $1.13B — down 8.8% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TFIN and 20 opened new positions — a net loss of 14 holders — while 66 trimmed existing stakes and 71 added.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $28.8M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $7.26M.

  • 194 institutional investors held Triumph Financial Inc (TFIN) as of Q3 2025, down from 210 in Q2 2025.
  • Funds reported $1.13B of Triumph Financial Inc stock for Q3 2025, down 8.8% quarter-over-quarter.
  • 20 funds opened new Triumph Financial Inc positions in Q3 2025 and 34 closed out, a net change of -14 holders.
  • The largest Triumph Financial Inc buyer in Q3 2025 was Frontier Capital Management, an estimated $28.8M added.
  • The largest Triumph Financial Inc seller in Q3 2025 was Kayne Anderson Rudnick Investment Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2025.