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TFS Financial

189 hedge funds and large institutions have $354M invested in TFS Financial in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $453K

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 60

7% more funds holding

Funds holding: 176189 (+13)

2% more capital invested

Capital invested by funds: $349M → $354M (+$5.63M)

0.29% more ownership

Funds ownership: 9.89%10.18% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
189
Holders Change
+13
Holders Change %
+7.39%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
68
Reduced
60
Closed
17
Calls
$1.4M
Puts
$453K
Net Calls
+$946K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$251K +$259K +20,221 New
OPS
77
Orion Portfolio Solutions
Nebraska
$251K +$259K +20,221 New
FRA
78
Frank Rimerman Advisors
California
$249K +$54.4K +4,250 +27%
FTC
79
Farmers Trust Company
Ohio
$248K
Franklin Resources
80
Franklin Resources
California
$245K +$253K +19,734 New
PFSRSONJ
81
Police & Firemen's Retirement System of New Jersey
New Jersey
$240K
Osaic Holdings
82
Osaic Holdings
Arizona
$232K -$3.36K -262 -1%
OQS
83
Occudo Quantitative Strategies
Florida
$228K +$3.45K +269 +1%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$226K -$26.8K -2,092 -10%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$218K +$54.9K +4,289 +32%
AQR Capital Management
86
AQR Capital Management
Connecticut
$215K +$35.7K +2,790 +19%
Mariner
87
Mariner
Kansas
$213K -$45.7K -3,571 -17%
C
88
Covestor
United Kingdom
$203K -$20.8K -1,627 -9%
US Bancorp
89
US Bancorp
Minnesota
$200K -$30.6K -2,392 -13%
ASRS
90
Arizona State Retirement System
Arizona
$199K -$2.24K -175 -1%
GF
91
Gabelli Funds
New York
$198K
GT
92
Glenmede Trust
Pennsylvania
$198K +$12.1K +943 +6%
SG Americas Securities
93
SG Americas Securities
New York
$193K +$20.4K +1,594 +11%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$193K -$23.1K -1,800 -10%
MAS
95
Meeder Advisory Services
Ohio
$189K -$19.9K -1,550 -9%
KAS
96
Kestra Advisory Services
Texas
$182K -$12.5K -978 -6%
GCP
97
GSA Capital Partners
United Kingdom
$176K +$182K +14,179 New
Stifel Financial
98
Stifel Financial
Missouri
$173K +$3.63K +283 +2%
CCIA
99
Campbell & Co Investment Adviser
Maryland
$170K -$154K -12,015 -47%
Raymond James Financial
100
Raymond James Financial
Florida
$167K -$29.5K -2,300 -15%

TFSL Hedge Fund Activity: Q1 2025 in Review

189 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2025, worth a combined $354M — up 1.6% from $349M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFSL positions and 17 closed out — a net gain of 15 holders — while 68 added to existing stakes and 60 trimmed.

The largest buyer was Lakewood Capital Management, opening a new position worth an estimated $5.8M. The largest seller was State Street, cutting an estimated $2.97M.

  • 189 institutional investors held TFS Financial (TFSL) as of Q1 2025, up from 176 in Q4 2024.
  • Funds reported $354M of TFS Financial stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 32 funds opened new TFS Financial positions in Q1 2025 and 17 closed out, a net change of +15 holders.
  • The largest TFS Financial buyer in Q1 2025 was Lakewood Capital Management, an estimated $5.8M added.
  • The largest TFS Financial seller in Q1 2025 was State Street, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2025.