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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$35K +$4.39K +341 +14%
AB
127
Amalgamated Bank
New York
$33K -$579 -45 -2%
ABWM
128
Alpine Bank Wealth Management
Colorado
$25.1K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$24.7K +$24.5K +1,906 New
EWA
130
EverSource Wealth Advisors
Alabama
$22.7K +$14.5K +1,129 +180%
MCM
131
MAI Capital Management
Ohio
$19.8K -$11.3K -877 -36%
GRP
132
Global Retirement Partners
California
$19.2K +$19.1K +1,486 New
AF
133
Allworth Financial
California
$18.8K +$6.66K +517 +55%
FDW
134
Fourth Dimension Wealth
Ohio
$18.6K +$90 +7 +0.5%
ME
135
McIlrath & Eck
Washington
$17.1K
SO
136
STRS Ohio
Ohio
$16.2K +$16.1K +1,252 New
Comerica Bank
137
Comerica Bank
Texas
$15.1K +$2.59K +201 +21%
SWP
138
Strategic Wealth Partners
Ohio
$13.7K +$13.6K +1,055 New
LFG
139
Larson Financial Group
Missouri
$12K +$11.9K +924 New
TIM
140
Tortoise Investment Management
New York
$11.8K +$142 +11 +1%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$11.3K
MIM
142
MetLife Investment Management
New Jersey
$11.3K -$464 -36 -4%
SWM
143
Spire Wealth Management
Virginia
$11.1K +$232 +18 +2%
HNB
144
Huntington National Bank
Ohio
$10.3K +$5.73K +445 +126%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$10.3K +$1.25K +97 +14%
IA
146
IFP Advisors
Florida
$9.52K -$1.25K -97 Closed
AAP
147
Arax Advisory Partners
Colorado
$7.54K +$3.44K +267 +85%
WIM
148
Westside Investment Management
California
$7.42K +$7.3K +567 New
AA
149
Ancora Advisors
Ohio
$7.16K
GI
150
GAMMA Investing
California
$6.66K -$567 -44 -8%

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.