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Trinity Capital

131 hedge funds and large institutions have $269M invested in Trinity Capital in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
60
Reduced
26
Closed
21
Calls
$7.79M
Puts
$11.9M
Net Calls
-$4.08M
Net Calls Change
-$5.17M
Name Holding Trade Value Shares
Change
Shares
Change %
LSV Asset Management
101
LSV Asset Management
Illinois
$143K +$4.88K +347 +4%
MM
102
MQS Management
New York
$142K +$142K +10,114 New
BFM
103
Boothbay Fund Management
New York
$142K +$142K +10,058 New
QL
104
Quarry LP
New York
$123K +$60.6K +4,304 +97%
GWM
105
Geneos Wealth Management
Colorado
$106K -$93.4K -6,638 -47%
BTI
106
Blue Trust Inc
Georgia
$83.4K +$24K +1,704 +40%
ME
107
McIlrath & Eck
Washington
$58.9K
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$54.1K +$54.1K +3,843 New
AF
109
Allworth Financial
California
$53.2K +$53.2K +3,778 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$42.2K
TC
111
Truvestments Capital
Florida
$36.2K -$4.14K -294 -10%
FFA
112
Farther Finance Advisors
California
$34.5K
FHA
113
First Horizon Advisors
Tennessee
$32.2K +$32.2K +2,289 New
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$31.7K
PTC
115
Private Trust Company
Ohio
$23.7K +$23.7K +1,685 New
EWA
116
EverSource Wealth Advisors
Alabama
$22.5K +$8.26K +587 +58%
GC
117
Garde Capital
Washington
$21.8K
TCOV
118
Trust Company of Vermont
Vermont
$19.7K -$78.1K -5,550 -80%
GRP
119
Global Retirement Partners
California
$16.9K +$16.9K +1,203 New
AAP
120
Arax Advisory Partners
Colorado
$8.75K
SIC
121
Salem Investment Counselors
North Carolina
$7.29K +$7.29K +500 New
Jones Financial Companies
122
Jones Financial Companies
Missouri
$4.68K +$3.24K +226 +226%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$4K +$139 +10 +4%
BFS
124
Bare Financial Services
Pennsylvania
$3.63K +$3.63K +258 New
Simplex Trading
125
Simplex Trading
Illinois
$3K +$3K +261 New