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TFS Financial

185 hedge funds and large institutions have $414M invested in TFS Financial in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,787% more call options, than puts

Call options by funds: $866K | Put options by funds: $30K

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

5% more funds holding

Funds holding: 177185 (+8)

5% more capital invested

Capital invested by funds: $395M → $414M (+$19.2M)

0.33% more ownership

Funds ownership: 10.87%11.2% (+0.33%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
71
Reduced
54
Closed
20
Calls
$866K
Puts
$30K
Net Calls
+$836K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$42.7K -$2.51K -190 -6%
AB
127
Amalgamated Bank
New York
$34K +$410 +31 +1%
TRCT
128
Tower Research Capital (TRC)
New York
$27.6K -$41.7K -3,156 -60%
QC
129
Quent Capital
New York
$26.9K +$26.9K +2,039 New
EWA
130
EverSource Wealth Advisors
Alabama
$23.4K +$251 +19 +1%
MCM
131
MAI Capital Management
Ohio
$23.1K +$3.01K +228 +15%
TIM
132
Tortoise Investment Management
New York
$22.1K +$10.2K +770 +85%
AF
133
Allworth Financial
California
$21K +$1.86K +141 +10%
ABWM
134
Alpine Bank Wealth Management
Colorado
$20.4K -$5.22K -395 -20%
ME
135
McIlrath & Eck
Washington
$17.4K
SO
136
STRS Ohio
Ohio
$16.5K +$13 +1 +0.1%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$15.9K +$16K +1,208 New
WIM
138
Westside Investment Management
California
$14.9K +$7.49K +567 +100%
SWP
139
Strategic Wealth Partners
Ohio
$13.9K
Jones Financial Companies
140
Jones Financial Companies
Missouri
$13.4K +$13.4K +1,012 New
FDW
141
Fourth Dimension Wealth
Ohio
$13.1K -$5.82K -440 -31%
LFG
142
Larson Financial Group
Missouri
$12.2K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$11.6K +$132 +10 +1%
MIM
144
MetLife Investment Management
New Jersey
$11.5K +$13 +1 +0.1%
SWM
145
Spire Wealth Management
Virginia
$11.5K +$238 +18 +2%
GRP
146
Global Retirement Partners
California
$11.1K -$8.53K -645 -43%
AA
147
Ancora Advisors
Ohio
$9.22K +$1.94K +147 +27%
Comerica Bank
148
Comerica Bank
Texas
$8.85K -$6.55K -496 -42%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$8.39K -$2.05K -155 -20%
Simplex Trading
150
Simplex Trading
Illinois
$8K +$8.43K +638 New