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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
IAN
101
Integrated Advisors Network
Texas
$165K
Jane Street
102
Jane Street
New York
$159K +$164K +12,803 New
S
103
SignatureFD
Georgia
$157K -$17.7K -1,385 -10%
PA
104
PharVision Advisers
Florida
$155K +$161K +12,549 New
AC
105
AXQ Capital
New Jersey
$150K +$13.8K +1,079 +10%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$150K +$7.34K +573 +5%
GS
107
GWN Securities
Florida
$150K +$144K +11,208 New
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$144K -$66.7K -5,206 -31%
PWM
109
Perigon Wealth Management
California
$144K -$6.44K -503 -4%
Corient Private Wealth
110
Corient Private Wealth
Florida
$136K -$8.3K -648 -6%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$136K +$82K +6,400 +139%
SS
112
SBI Securities
Japan
$136K +$6.08K +475 +5%
Victory Capital Management
113
Victory Capital Management
Texas
$136K -$15.3K -1,192 -10%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$129K
AIM
115
Aigen Investment Management
New York
$128K +$132K +10,306 New
HWM
116
HB Wealth Management
Georgia
$124K +$128K +10,015 New
KK
117
KLP Kapitalforvaltning
Norway
$124K
PCC
118
Park Circle Company
Maryland
$123K
Russell Investments Group
119
Russell Investments Group
United Kingdom
$103K +$53.3K +4,161 +101%
Wells Fargo
120
Wells Fargo
California
$100K -$49.7K -3,880 -32%
A
121
AlphaQuest
New York
$98.1K +$67K +5,230 +194%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$95.2K +$66.7K +5,208 +210%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$91.9K -$44.8K -3,498 -32%
AIC
124
Archer Investment Corporation
Indiana
$83.2K
CA
125
CoreCap Advisors
Michigan
$62K

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.