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Trinity Capital

130 hedge funds and large institutions have $367M invested in Trinity Capital in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0.25% less ownership

Funds ownership: 26.75%26.5% (-0.25%)

1% less funds holding

Funds holding: 131130 (-1)

Holders
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.22M
Puts
$563K
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$17.4M
3 +$6.94M
4
VanEck Associates
VanEck Associates
New York
+$3.5M
5
UBS Group
UBS Group
Switzerland
+$3.34M

Top Sellers

1 -$8.17M
2 -$5.72M
3 -$2.97M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.47M
5
QT
Quantbot Technologies
New York
-$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$325K
MNBTD
77
Moody National Bank Trust Division
Texas
$287K
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$272K
MYIA
79
Mount Yale Investment Advisors
Colorado
$264K
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$244K
RI
81
Rinkey Investments
California
$235K
Mariner
82
Mariner
Kansas
$229K
Geode Capital Management
83
Geode Capital Management
Massachusetts
$224K
SG Americas Securities
84
SG Americas Securities
New York
$222K
NA
85
NewEdge Advisors
Louisiana
$221K
BCM
86
Brookstone Capital Management
Illinois
$209K
PI
87
PFG Investments
New York
$206K
MML Investors Services
88
MML Investors Services
Massachusetts
$202K
KAS
89
Kestra Advisory Services
Texas
$199K
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$197K
S
91
Sunpointe
Missouri
$192K
AAS
92
Annex Advisory Services
Wisconsin
$189K
NW
93
Naviter Wealth
Arkansas
$188K
M&T Bank
94
M&T Bank
New York
$186K
FFA
95
Farther Finance Advisors
California
$176K
EWM
96
Elevatus Welath Management
New York
$172K
QT
97
Quantbot Technologies
New York
$171K
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$170K
EF
99
Exeter Financial
Arizona
$163K
GCM
100
Graham Capital Management
Connecticut
$157K