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TFS Financial

185 hedge funds and large institutions have $414M invested in TFS Financial in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,787% more call options, than puts

Call options by funds: $866K | Put options by funds: $30K

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

5% more funds holding

Funds holding: 177185 (+8)

5% more capital invested

Capital invested by funds: $395M → $414M (+$19.2M)

0.33% more ownership

Funds ownership: 10.87%11.2% (+0.33%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
71
Reduced
54
Closed
20
Calls
$866K
Puts
$30K
Net Calls
+$836K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$253K +$108K +8,200 +74%
C
77
Covestor
United Kingdom
$253K +$34.9K +2,644 +16%
BCI
78
Brinker Capital Investments
Pennsylvania
$252K -$14.5K -1,095 -5%
US Bancorp
79
US Bancorp
Minnesota
$250K +$1.07K +81 +0.4%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$246K +$20.6K +1,561 +9%
HWM
81
HB Wealth Management
Georgia
$238K +$6.49K +491 +3%
LAM
82
Longboard Asset Management
Arizona
$229K +$230K +17,384 New
ASRS
83
Arizona State Retirement System
Arizona
$219K +$2.96K +224 +1%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$216K +$1.35K +102 +0.6%
CG
85
Caprock Group
Idaho
$212K +$199K +15,066 New
GF
86
Gabelli Funds
New York
$211K
SG Americas Securities
87
SG Americas Securities
New York
$209K +$64.5K +4,883 +45%
SWP
88
Stratos Wealth Partners
Ohio
$203K +$204K +15,426 New
GIM
89
Glenmede Investment Management
Pennsylvania
$198K
Mariner
90
Mariner
Kansas
$186K +$18.2K +1,374 +11%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$185K +$113K +8,552 +156%
LPL Financial
92
LPL Financial
California
$183K -$57.4K -4,340 -24%
IAN
93
Integrated Advisors Network
Texas
$181K +$5.68K +430 +3%
Jane Street
94
Jane Street
New York
$181K -$190K -14,402 -51%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$176K -$65.7K -4,974 -27%
Ameriprise
96
Ameriprise
Minnesota
$174K +$15.2K +1,147 +10%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$169K +$169K +12,806 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166K +$166K +12,574 New
PWM
99
Perigon Wealth Management
California
$159K +$1.86K +141 +1%
XT
100
XTX Topco
Cayman Islands
$158K +$159K +12,018 New