Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRINITY CAP INC (TRIN)

160 + Investors. Track Smart Money conviction in TRIN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — TRIN

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TRIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
157 hedge funds hold TRIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

98 buying52 selling
Last quarter: 98 funds were net buyers (41 opened a brand new position + 57 added to an existing one). Only 52 were sellers (38 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new TRIN position: 32 → 26 → 25 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 32% new

29% conviction (2yr+) 39% medium 32% new
Of the 157 current holders: 45 (29%) held >2 years, 61 held 1–2 years, and 51 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

29 → 32 → 26 → 25 → 41 new funds/Q
New funds entering each quarter: 32 → 26 → 25 → 41. A growing number of institutions are discovering TRIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 40% new entrants

35% veterans 25% 1-2yr 40% new
Of 160 current holders: 56 (35%) held 2+ years, 40 held 1–2 years, 64 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
17 of 157 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TRIN

How many hedge funds hold TRIN — quarterly history vs. share price
Quarterly hedge fund ownership of TRIN vs. share price

Market Analysis: TRIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRIN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: TRIN
2026 Q1 Stats Unlock in 16 days 160 + Investors

Track Smart Money conviction in TRIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 160 131 22.14%
13F Shares 21M 19M 12.93%
Total Value $298M $288M 3.24%
New Positions 41 25 +16
Increased Positions 60 62 -2
Closed Positions 14 25 -11
Reduced Positions 38 28 +10
Total Calls 2 3 -33.33%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.33 Bearish

Statistics: TRIN

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Financial Highlights

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Institutional Holders (2026 Q1)

160 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TRIN. Verified SEC 13F-HR filings.

Top 25 institutional holders of TRIN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMH CAPITAL ADVISORS INC 7.64% 2,517 $2.5M
2 Sound Income Strategies, LLC 0.83% 1,160,453 $17.2M
3 Canton Hathaway, LLC 0.29% 98,715 $1.5M
4 R Squared Ltd 0.22% 27,361 $402K
5 Uniting Wealth Partners, LLC 0.16% 52,000 $765K
6 Naviter Wealth, LLC 0.16% 86,490 $1.3M
7 Values First Advisors, Inc. 0.14% 18,441 $271K
8 Catalina Capital Group, LLC 0.13% 15,153 $223K
9 Comprehensive Money Management Services LLC 0.13% 13,534 $199K
10 ELEVATUS WELATH MANAGEMENT 0.09% 11,491 $169K
11 Daytona Street Capital LLC 0.08% 4,000 $100K
12 Exeter Financial, LLC 0.07% 11,589 $170K
13 Accel Wealth Management 0.05% 13,380 $197K
14 First Financial Bank - Trust Division 0.05% 42,623 $627K
15 MOODY NATIONAL BANK TRUST DIVISION 0.03% 20,494 $301K
16 Cornerstone Wealth Management, LLC 0.03% 36,660 $539K
17 AlphaQuest LLC 0.02% 25,081 $367K
18 Wealth Enhancement Trust Services, Inc. 0.01% 7,027 $103K
19 Global Wealth Strategies & Associates 0.01% 3,410 $50K
20 EVOLUTION WEALTH MANAGEMENT INC. 0.01% 1,000 $15K
21 PFG Investments, LLC 0.01% 14,167 $208K
22 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% 41,824 $615K
23 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% 8,814 $130K
24 U.S. Capital Wealth Advisors, LLC 0.01% 24,200 $356K
25 OPPENHEIMER & CO INC 0.01% 48,020 $706K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TRINITY CAP INC (TRIN)

What does the Smart Money Trend signal show for TRIN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TRIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TRIN?

More buyers than sellers — 65% buying: Last quarter: 98 funds were net buyers (41 opened a brand new position + 57 added to an existing one). Only 52 were sellers (38 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TRIN holders?

Strong quality — 21% AUM from major funds: 17 of 157 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TRIN?

Mixed — 29% long-term, 32% new: Of the 157 current holders: 45 (29%) held >2 years, 61 held 1–2 years, and 51 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.