TFSL icon

TFS Financial

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% less funds holding

Funds holding: 186177 (-9)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.18M
Puts
$243K
Net Calls
Net Calls Change

Top Buyers

1 +$21.5M
2 +$5.64M
3 +$2.55M
4
KIM
Kestra Investment Management
Texas
+$2.43M
5
Morgan Stanley
Morgan Stanley
New York
+$1.84M

Top Sellers

1 -$4.49M
2 -$2.78M
3 -$2.24M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.17M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$886K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$33K
ABWM
127
Alpine Bank Wealth Management
Colorado
$25.1K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$24.7K
EWA
129
EverSource Wealth Advisors
Alabama
$22.7K
MCM
130
MAI Capital Management
Ohio
$19.8K
GRP
131
Global Retirement Partners
California
$19.2K
AF
132
Allworth Financial
California
$18.8K
FDW
133
Fourth Dimension Wealth
Ohio
$18.6K
ME
134
McIlrath & Eck
Washington
$17.1K
SO
135
STRS Ohio
Ohio
$16.2K
Comerica Bank
136
Comerica Bank
Texas
$15.1K
SWP
137
Strategic Wealth Partners
Ohio
$13.7K
LFG
138
Larson Financial Group
Missouri
$12K
TIM
139
Tortoise Investment Management
New York
$11.8K
PFBT
140
Parkside Financial Bank & Trust
Missouri
$11.3K
MIM
141
MetLife Investment Management
New Jersey
$11.3K
SWM
142
Spire Wealth Management
Virginia
$11.1K
HNB
143
Huntington National Bank
Ohio
$10.3K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$10.3K
IA
145
IFP Advisors
Florida
$9.52K
AAP
146
Arax Advisory Partners
Colorado
$7.54K
WIM
147
Westside Investment Management
California
$7.42K
AA
148
Ancora Advisors
Ohio
$7.16K
GI
149
GAMMA Investing
California
$6.66K
PTC
150
Private Trust Company
Ohio
$6.5K