TFSL icon

TFS Financial
TFSL

Overview Fund Activity

177 hedge funds and large institutions have $395M invested in TFS Financial in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
81
Reduced
45
Closed
29
Calls
$1.18M
Puts
$243K
Net Calls
+$934K
Net Calls Change
-$12K

Top Buyers

1
LCM
1
Lakewood Capital Management
New York
$27.4M
2
BlackRock
2
BlackRock
New York
$46M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.5M
4
KIM
4
Kestra Investment Management
Texas
$5.07M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.84M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$0
2
AI
2
Atom Investors
Texas
$0
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$15.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$38.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$33K -$574 -45 -2%
ABWM
127
Alpine Bank Wealth Management
Colorado
$25.1K – – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$24.7K +$24.7K +1,906 New
EWA
129
EverSource Wealth Advisors
Alabama
$22.7K +$14.6K +1,129 +180%
MCM
130
MAI Capital Management
Ohio
$19.8K -$11.4K -877 -36%
GRP
131
Global Retirement Partners
California
$19.2K +$19.2K +1,486 New
AF
132
Allworth Financial
California
$18.8K +$6.7K +517 +55%
FDW
133
Fourth Dimension Wealth
Ohio
$18.6K +$91 +7 +0.5%
ME
134
McIlrath & Eck
Washington
$17.1K – – –
SO
135
STRS Ohio
Ohio
$16.2K +$16.2K +1,252 New
Comerica Bank
136
Comerica Bank
Texas
$15.1K +$2.6K +201 +21%
SWP
137
Strategic Wealth Partners
Ohio
$13.7K +$13.7K +1,055 New
LFG
138
Larson Financial Group
Missouri
$12K +$12K +924 New
TIM
139
Tortoise Investment Management
New York
$11.8K +$142 +11 +1%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$11.3K – – –
MIM
141
MetLife Investment Management
New Jersey
$11.3K -$466 -36 -4%
SWM
142
Spire Wealth Management
Virginia
$11.1K +$233 +18 +2%
HNB
143
Huntington National Bank
Ohio
$10.3K +$5.76K +445 +126%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$10.3K +$1.26K +97 +14%
IA
145
IFP Advisors
Florida
$9.52K -$1.52K -97 Closed
AAP
146
Arax Advisory Partners
Colorado
$7.54K +$3.46K +267 +85%
WIM
147
Westside Investment Management
California
$7.42K +$7.42K +567 New
AA
148
Ancora Advisors
Ohio
$7.16K – – –
GI
149
GAMMA Investing
California
$6.66K -$570 -44 -8%
PTC
150
Private Trust Company
Ohio
$6.5K – – –
4 5
6
7 8