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Trinity Capital

126 hedge funds and large institutions have $246M invested in Trinity Capital in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
46
Reduced
27
Closed
19
Calls
$2.71M
Puts
$1.61M
Net Calls
+$1.1M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$270K +$270K +17,831 New
Verition Fund Management
77
Verition Fund Management
Connecticut
$248K +$248K +16,351 New
State Street
78
State Street
Massachusetts
$247K -$737K -47,021 -75%
EF
79
Empowered Funds
Pennsylvania
$234K +$234K +15,456 New
PP
80
PDT Partners
New York
$225K +$225K +14,869 New
Group One Trading
81
Group One Trading
Illinois
$225K +$225K +14,820 New
TC
82
TownSquare Capital
Utah
$224K +$224K +14,773 New
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$223K -$425K -28,021 -66%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$222K +$58.7K +3,706 +36%
Geode Capital Management
85
Geode Capital Management
Massachusetts
$219K
GWM
86
Geneos Wealth Management
Colorado
$215K +$215K +14,204 New
PA
87
PharVision Advisers
Florida
$212K +$212K +13,961 New
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$204K +$19.8K +1,305 +11%
PI
89
PFG Investments
New York
$200K +$18K +1,188 +10%
KP
90
Keel Point
Alabama
$188K
AAS
91
Annex Advisory Services
Wisconsin
$185K
ET
92
Entropy Technologies
New York
$182K +$182K +12,024 New
M&T Bank
93
M&T Bank
New York
$182K +$182K +12,000 New
HIS
94
Harvest Investment Services
Illinois
$181K +$181K +11,964 New
UBP
95
Union Bancaire Privee
Switzerland
$170K
CRI
96
Colonial River Investments
Virginia
$165K
AWM
97
Axxcess Wealth Management
California
$165K
Northern Trust
98
Northern Trust
Illinois
$160K -$1.05M -69,352 -87%
DADC
99
D.A. Davidson & Co
Montana
$160K +$160K +10,538 New
NA
100
NewEdge Advisors
Louisiana
$151K +$2K +132 +1%