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Trinity Capital

164 hedge funds and large institutions have $363M invested in Trinity Capital in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more funds holding

Funds holding: 133164 (+31)

0.51% more ownership

Funds ownership: 26.65%27.15% (+0.51%)

2% less capital invested

Capital invested by funds: $369M → $363M (-$5.79M)

5% less call options, than puts

Call options by funds: $4.39M | Put options by funds: $4.6M

Holders
164
Holders Change
+31
Holders Change %
+23.31%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
46
Increased
57
Reduced
35
Closed
14
Calls
$4.39M
Puts
$4.6M
Net Calls
-$214K
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
101
Forum Financial Management
Illinois
$234K +$238K +16,000 New
PI
102
PFG Investments
New York
$233K +$38K +2,551 +19%
DTL
103
Dynamic Technology Lab
Singapore
$232K +$236K +15,813 New
CG
104
Caprock Group
Idaho
$230K +$226K +15,200 New
Nomura Holdings
105
Nomura Holdings
Japan
$224K +$228K +15,300 New
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$224K -$31.1K -2,089 -13%
CCG
107
Catalina Capital Group
California
$222K +$225K +15,134 New
RI
108
Rinkey Investments
California
$217K -$5.42K -364 -2%
Geode Capital Management
109
Geode Capital Management
Massachusetts
$212K
SG Americas Securities
110
SG Americas Securities
New York
$210K -$209 -14 -0.1%
HighTower Advisors
111
HighTower Advisors
Illinois
$204K +$207K +13,924 New
BCM
112
Brookstone Capital Management
Illinois
$190K -$7.75K -520 -4%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$185K +$184K +12,322 New
KP
114
Keel Point
Alabama
$182K
S
115
Sunpointe
Missouri
$182K
AAS
116
Annex Advisory Services
Wisconsin
$179K
AWP
117
Abacus Wealth Partners
California
$178K +$181K +12,141 New
M&T Bank
118
M&T Bank
New York
$176K
AWM
119
Accel Wealth Management
Iowa
$176K +$179K +12,000 New
Simplex Trading
120
Simplex Trading
Illinois
$173K +$176K +11,800 New
FFA
121
Farther Finance Advisors
California
$168K +$2.03K +136 +1%
EWM
122
Elevatus Welath Management
New York
$165K +$1.79K +120 +1%
GCM
123
Graham Capital Management
Connecticut
$165K +$16.2K +1,085 +11%
NA
124
NewEdge Advisors
Louisiana
$162K -$48K -3,223 -23%
JP Morgan Chase
125
JP Morgan Chase
New York
$161K +$74.5K +5,000 +84%

TRIN Hedge Fund Activity: Q4 2025 in Review

164 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Trinity Capital (TRIN) for Q4 2025, worth a combined $363M — down 1.6% from $369M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TRIN positions and 14 closed out — a net gain of 32 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Sound Income Strategies, adding an estimated $14.1M. The largest seller was Marshall Wace, cutting an estimated $10.5M.

  • 164 institutional investors held Trinity Capital (TRIN) as of Q4 2025, up from 133 in Q3 2025.
  • Funds reported $363M of Trinity Capital stock for Q4 2025, down 1.6% quarter-over-quarter.
  • 46 funds opened new Trinity Capital positions in Q4 2025 and 14 closed out, a net change of +32 holders.
  • The largest Trinity Capital buyer in Q4 2025 was Sound Income Strategies, an estimated $14.1M added.
  • The largest Trinity Capital seller in Q4 2025 was Marshall Wace, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2025.