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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 %
UBP
1
Union Bancaire Privee
Switzerland
$24.7M +$1.19M +568 +5%
VanEck Associates
2
VanEck Associates
New York
$21.4M +$2.06M +146,145 +11%
MW
3
Melia Wealth
Oklahoma
$16.2M +$633K +44,987 +4%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$12.6M +$234K +16,646 +2%
Invesco
5
Invesco
Georgia
$11.8M +$306K +21,729 +3%
EA
6
Emerald Advisers
Pennsylvania
$11.7M +$435K +30,949 +4%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$9.98M -$5.4M -384,100 -35%
UBS Group
8
UBS Group
Switzerland
$8.32M +$1.94M +138,084 +30%
RRA
9
Round Rock Advisors
Connecticut
$8.17M +$671K +47,688 +9%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.13M
AM
11
Ares Management
California
$7.68M
Two Sigma Investments
12
Two Sigma Investments
New York
$7.56M -$5.75M -408,348 -43%
Franklin Resources
13
Franklin Resources
California
$7.14M +$2.48M +176,284 +53%
Millennium Management
14
Millennium Management
New York
$6.92M +$1.79M +127,450 +35%
LPL Financial
15
LPL Financial
California
$6.46M +$1.21M +86,342 +23%
Stifel Financial
16
Stifel Financial
Missouri
$5.95M -$17.8K -1,263 -0.3%
BlackRock
17
BlackRock
New York
$4.44M +$1.04M +74,127 +31%
Ameriprise
18
Ameriprise
Minnesota
$4.16M +$247K +17,572 +6%
Morgan Stanley
19
Morgan Stanley
New York
$3.9M +$1.28M +90,849 +49%
AAM
20
Advisors Asset Management
Colorado
$3.78M +$1.09M +77,170 +40%
KCM
21
Kennedy Capital Management
Missouri
$3.74M +$295K +20,970 +9%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$3.72M +$279K +19,843 +8%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$3.59M +$112K +7,958 +3%
FA
24
Faithward Advisors
Pennsylvania
$3.48M +$146K +10,366 +4%
HF
25
HRT Financial
New York
$2.97M +$835K +59,371 +39%