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TFS Financial

216 hedge funds and large institutions have $533M invested in TFS Financial in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47,533% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $3K

83% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 48

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

12% more capital invested

Capital invested by funds: $477M → $533M (+$55.9M)

6% more funds holding

Funds holding: 203216 (+13)

0.81% more ownership

Funds ownership: 12.71%13.52% (+0.81%)

Holders
216
Holders Change
+13
Holders Change %
+6.4%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
88
Reduced
48
Closed
26
Calls
$1.43M
Puts
$3K
Net Calls
+$1.43M
Net Calls Change
+$601K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$277K +$277K +19,560 +13,583%
UCFA
102
United Capital Financial Advisors
Texas
$273K +$275K +19,418 New
LPL Financial
103
LPL Financial
California
$264K +$60.9K +4,310 +30%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$259K +$50.6K +3,576 +24%
SEI Investments
105
SEI Investments
Pennsylvania
$255K +$4.12K +291 +2%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$254K +$96.1K +6,796 +60%
KeyBank National Association
107
KeyBank National Association
Ohio
$252K +$253K +17,912 New
FMI
108
Frec Markets Inc
California
$247K +$249K +17,605 New
Russell Investments Group
109
Russell Investments Group
United Kingdom
$245K -$22.4K -1,581 -8%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$235K +$236K +16,712 New
GF
111
Gabelli Funds
New York
$225K
MFS
112
Mirabella Financial Services
United Kingdom
$223K +$225K +15,906 New
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$221K +$13.3K +944 +6%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$219K +$73.7K +5,211 +50%
ASRS
115
Arizona State Retirement System
Arizona
$217K -$3.56K -252 -2%
HWAM
116
Hennion & Walsh Asset Management
New Jersey
$215K +$217K +15,335 New
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$214K -$7.35K -520 -3%
GT
118
Glenmede Trust
Pennsylvania
$212K
DFCM
119
Dark Forest Capital Management
Puerto Rico
$208K +$209K +14,804 New
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K +$20.5K +1,451 +11%
OAM
121
Oppenheimer Asset Management
New York
$198K +$18.6K +1,315 +10%
VIA
122
Vanguard Investments Australia
Australia
$194K +$196K +13,826 New
PWM
123
Perigon Wealth Management
California
$193K +$23.9K +1,690 +14%
AHL
124
Abel Hall LLC
Louisiana
$180K +$181K +12,830 New
SOADOR
125
State of Alaska Department of Revenue
Alaska
$176K