We are live on ! Find out more
TFSL icon

TFS Financial

177 hedge funds and large institutions have $395M invested in TFS Financial in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $243K

89% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $354M → $395M (+$41M)

0.69% more ownership

Funds ownership: 10.18%10.87% (+0.69%)

6% less funds holding

Funds holding: 188177 (-11)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
83
Reduced
44
Closed
30
Calls
$1.18M
Puts
$243K
Net Calls
+$934K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$236K -$304K -23,589 -56%
AQR Capital Management
77
AQR Capital Management
Connecticut
$236K +$11K +852 +5%
Verition Fund Management
78
Verition Fund Management
Connecticut
$236K -$342K -26,545 -59%
BRWA
79
B. Riley Wealth Advisors
Florida
$231K +$230K +17,867 New
EPM
80
Equitec Proprietary Markets
Illinois
$229K +$228K +17,675 New
HWM
81
HB Wealth Management
Georgia
$227K +$97.1K +7,543 +75%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$222K -$6.08K -472 -3%
C
83
Covestor
United Kingdom
$215K +$2.59K +201 +1%
ASRS
84
Arizona State Retirement System
Arizona
$212K +$3.7K +287 +2%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$211K +$9.16K +711 +5%
GF
86
Gabelli Funds
New York
$207K
PA
87
PharVision Advisers
Florida
$204K +$41.1K +3,193 +25%
Squarepoint
88
Squarepoint
New York
$202K -$429K -33,315 -68%
GIM
89
Glenmede Investment Management
Pennsylvania
$195K +$194K +15,064 New
CAL
90
Capital Advisors Ltd
Ohio
$184K +$177K +13,714 +3,001%
IAN
91
Integrated Advisors Network
Texas
$172K
Mariner
92
Mariner
Kansas
$165K -$56.6K -4,396 -26%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$163K +$5.69K +442 +4%
Raymond James Financial
94
Raymond James Financial
Florida
$159K -$15K -1,167 -9%
Ameriprise
95
Ameriprise
Minnesota
$156K +$155K +12,055 New
PWM
96
Perigon Wealth Management
California
$154K +$3.53K +274 +2%
S
97
SignatureFD
Georgia
$151K -$12.8K -996 -8%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$151K
KAS
99
Kestra Advisory Services
Texas
$149K -$41.5K -3,225 -22%
SS
100
SBI Securities
Japan
$146K +$3.41K +265 +2%

TFSL Hedge Fund Activity: Q2 2025 in Review

177 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2025, worth a combined $395M — up 12% from $354M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TFSL and 22 opened new positions — a net loss of 8 holders — while 44 trimmed existing stakes and 83 added.

The largest buyer was Lakewood Capital Management, adding an estimated $21.4M. The largest seller was FJ Capital Management, exiting entirely with an estimated $4.49M sold.

  • 177 institutional investors held TFS Financial (TFSL) as of Q2 2025, down from 188 in Q1 2025.
  • Funds reported $395M of TFS Financial stock for Q2 2025, up 12% quarter-over-quarter.
  • 22 funds opened new TFS Financial positions in Q2 2025 and 30 closed out, a net change of -8 holders.
  • The largest TFS Financial buyer in Q2 2025 was Lakewood Capital Management, an estimated $21.4M added.
  • The largest TFS Financial seller in Q2 2025 was FJ Capital Management, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2025.