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TFS Financial

216 hedge funds and large institutions have $533M invested in TFS Financial in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47,533% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $3K

83% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 48

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

12% more capital invested

Capital invested by funds: $477M → $533M (+$55.9M)

6% more funds holding

Funds holding: 203216 (+13)

0.81% more ownership

Funds ownership: 12.71%13.52% (+0.81%)

Holders
216
Holders Change
+13
Holders Change %
+6.4%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
88
Reduced
48
Closed
26
Calls
$1.43M
Puts
$3K
Net Calls
+$1.43M
Net Calls Change
+$601K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$3.4M -$73.3K -5,181 -2%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$3.15M -$185K -13,063 -6%
KIM
28
Kestra Investment Management
Texas
$2.87M -$149K -10,531 -5%
N
29
Nuveen
North Carolina
$2.34M +$48.5K +3,427 +2%
UBS AM
30
UBS AM
Illinois
$2.31M +$103K +7,252 +5%
State Board of Administration of Florida Retirement System
31
State Board of Administration of Florida Retirement System
Florida
$2.27M
Goldman Sachs
32
Goldman Sachs
New York
$2.03M +$722K +51,025 +55%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$1.89M +$1.05M +74,123 +123%
MP
34
Mangrove Partners
Connecticut
$1.82M +$1.83M +129,642 New
Millennium Management
35
Millennium Management
New York
$1.76M +$467K +33,035 +36%
Invesco
36
Invesco
Georgia
$1.67M +$33.8K +2,392 +2%
AllianceBernstein
37
AllianceBernstein
Tennessee
$1.66M +$424K +30,007 +32%
SIC
38
Sage Investment Counsel
Tennessee
$1.64M +$1.31K +93 +0.1%
Citigroup
39
Citigroup
New York
$1.58M +$114K +8,044 +8%
AI
40
Atom Investors
Texas
$1.58M +$1.59M +112,265 New
OQS
41
Occudo Quantitative Strategies
Florida
$1.57M +$278K +19,631 +23%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.56M
Corient Private Wealth
43
Corient Private Wealth
Florida
$1.47M +$814K +57,562 +121%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.41M -$160K -11,288 -10%
Creative Planning
45
Creative Planning
Kansas
$1.31M -$113K -7,978 -8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.3M +$1.13M +79,983 +621%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.18M +$1.19M +83,830 New
VCM
48
Vision Capital Management
Oregon
$1.12M -$146K -10,311 -11%
Rafferty Asset Management
49
Rafferty Asset Management
New York
$1.1M +$117K +8,306 +12%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$1.08M +$1.08M +76,596 New