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Triumph Financial Inc

206 hedge funds and large institutions have $1.49B invested in Triumph Financial Inc in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $1.13B → $1.49B (+$355M)

6% more funds holding

Funds holding: 194206 (+12)

4.59% more ownership

Funds ownership: 95.36%99.95% (+4.6%)

37% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 86

61% less call options, than puts

Call options by funds: $5.05M | Put options by funds: $12.9M

Holders
206
Holders Change
+12
Holders Change %
+6.19%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
39
Increased
54
Reduced
86
Closed
24
Calls
$5.05M
Puts
$12.9M
Net Calls
-$7.83M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$208M +$3.34M +59,640 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$132M -$34.5M -615,454 -23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$127M +$804K +14,355 +0.7%
AC
4
AltraVue Capital
Washington
$94.9M +$15.3M +273,718 +22%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$86.2M -$5.97M -106,546 -7%
State Street
6
State Street
Massachusetts
$82.7M -$684K -12,219 -0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$51.9M -$1.44M -25,760 -3%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.8M -$3.21M -57,327 -7%
FCM
9
Frontier Capital Management
Massachusetts
$47.1M +$14.7M +262,719 +54%
LCG
10
Luxor Capital Group
New York
$46.3M +$7.01M +125,126 +20%
American Century Companies
11
American Century Companies
Missouri
$44.9M +$11.1M +197,258 +38%
Citadel Advisors
12
Citadel Advisors
Florida
$36.7M +$32M +571,373 +3,908%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.4M +$266K +4,747 +0.9%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$27.6M +$4.37M +77,942 +22%
Bank of America
15
Bank of America
North Carolina
$25.5M -$3.36M -59,960 -13%
RIM
16
Ranger Investment Management
Texas
$22.1M -$411K -7,329 -2%
IMA
17
Investment Management Associates
Colorado
$21.3M +$4.86M +86,761 +34%
Charles Schwab
18
Charles Schwab
California
$18.1M +$1.42M +25,427 +10%
Morgan Stanley
19
Morgan Stanley
New York
$15.7M -$3.05M -54,467 -18%
Marshall Wace
20
Marshall Wace
United Kingdom
$15.4M +$2M +35,626 +17%
Northern Trust
21
Northern Trust
Illinois
$14.2M +$406K +7,244 +3%
Wells Fargo
22
Wells Fargo
California
$14.1M -$2.41M -42,990 -16%
PCM
23
Peregrine Capital Management
Minnesota
$12.4M +$803K +14,340 +8%
EARNEST Partners
24
EARNEST Partners
Georgia
$10.2M +$2.19M +39,149 +32%
LCM
25
Legato Capital Management
California
$8.31M +$1.33M +23,691 +22%

TFIN Hedge Fund Activity: Q4 2025 in Review

206 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Triumph Financial Inc (TFIN) for Q4 2025, worth a combined $1.49B — up 31% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TFIN positions and 24 closed out — a net gain of 15 holders — while 54 added to existing stakes and 86 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $32M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $34.5M.

  • 206 institutional investors held Triumph Financial Inc (TFIN) as of Q4 2025, up from 194 in Q3 2025.
  • Funds reported $1.49B of Triumph Financial Inc stock for Q4 2025, up 31% quarter-over-quarter.
  • 39 funds opened new Triumph Financial Inc positions in Q4 2025 and 24 closed out, a net change of +15 holders.
  • The largest Triumph Financial Inc buyer in Q4 2025 was Citadel Advisors, an estimated $32M added.
  • The largest Triumph Financial Inc seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $34.5M sold.

Based on aggregated 13F filings for Q4 2025.