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TFS Financial

203 hedge funds and large institutions have $477M invested in TFS Financial in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,346% more call options, than puts

Call options by funds: $838K | Put options by funds: $13K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

65% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 49

15% more capital invested

Capital invested by funds: $414M → $477M (+$62.8M)

10% more funds holding

Funds holding: 185203 (+18)

1.51% more ownership

Funds ownership: 11.2%12.71% (+1.5%)

Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
81
Reduced
49
Closed
20
Calls
$838K
Puts
$13K
Net Calls
+$825K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$637K +$388K +28,357 +148%
FRA
52
Frank Rimerman Advisors
California
$630K -$1.93K -141 -0.3%
AQR Capital Management
53
AQR Capital Management
Connecticut
$602K +$279K +20,361 +83%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$599K -$58.4K -4,268 -9%
SEIA
55
Signature Estate & Investment Advisors
California
$593K +$89.5K +6,539 +17%
SFA
56
Sequoia Financial Advisors
Ohio
$592K +$186K +13,612 +44%
HA
57
Harbor Advisors
Florida
$565K
MWM
58
Maridea Wealth Management
New York
$518K -$1.88K -137 -0.4%
HH
59
Hilltop Holdings
Texas
$482K +$493K +36,020 New
MAS
60
Meeder Advisory Services
Ohio
$477K +$136K +9,942 +39%
FFA
61
Farther Finance Advisors
California
$471K -$11.1K -813 -2%
II
62
Inspire Investing
Idaho
$467K +$5.2K +380 +1%
STA
63
Summit Trail Advisors
New York
$447K -$30.6K -2,231 -6%
Osaic Holdings
64
Osaic Holdings
Arizona
$445K -$56.6K -4,133 -11%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$437K +$191K +13,953 +75%
Victory Capital Management
66
Victory Capital Management
Texas
$430K +$1.92K +140 +0.4%
CG
67
Caprock Group
Idaho
$417K +$220K +16,095 +107%
A
68
AlphaQuest
New York
$399K +$293K +21,385 +254%
Canada Life
69
Canada Life
Manitoba, Canada
$387K +$34K +2,484 +9%
AFC
70
Avise Financial Cooperative
California
$378K +$387K +28,282 New
Ameriprise
71
Ameriprise
Minnesota
$370K +$198K +14,488 +110%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$364K +$19.2K +1,401 +5%
PA
73
Parallel Advisors
California
$359K +$16.2K +1,183 +5%
Barclays
74
Barclays
United Kingdom
$357K +$299K +21,817 +448%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$332K