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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$175K +$173K +12,257 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$172K +$792 +56 +0.5%
Raymond James Financial
128
Raymond James Financial
Florida
$171K -$1.49K -105 -0.9%
S
129
SignatureFD
Georgia
$168K +$4.47K +316 +3%
KK
130
KLP Kapitalforvaltning
Norway
$167K
PWP
131
Prasad Wealth Partners
Ohio
$166K +$749 +53 +0.4%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$164K
CAL
133
Capital Advisors Ltd
Ohio
$155K +$155K +10,991 +14,462%
PAIM
134
Punch & Associates Investment Management
Minnesota
$155K +$156K +11,020 New
Pictet Asset Management
135
Pictet Asset Management
Switzerland
$154K +$155K +10,969 New
CFS
136
Commonwealth Financial Services
West Virginia
$153K +$154K +10,909 New
VT
137
Vise Technologies
New York
$150K
HF
138
HRT Financial
New York
$146K +$147K +10,394 New
LWA
139
Lineweaver Wealth Advisors
Ohio
$146K +$2.38K +168 +2%
WorldQuant Millennium Advisors
140
WorldQuant Millennium Advisors
New York
$143K +$144K +10,150 New
SS
141
SBI Securities
Japan
$142K -$9.42K -666 -6%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$136K +$126K +8,936 +1,238%
C
143
Covestor
United Kingdom
$130K -$140K -9,878 -52%
QT
144
Quantbot Technologies
New York
$109K +$110K +7,752 New
Wells Fargo
145
Wells Fargo
California
$108K -$10.5K -741 -9%
CA
146
CoreCap Advisors
Michigan
$98.7K
AIC
147
Archer Investment Corporation
Indiana
$94.4K
GI
148
GAMMA Investing
California
$65K +$51.8K +3,660 +378%
AA
149
Ancora Advisors
Ohio
$59.6K
Deutsche Bank
150
Deutsche Bank
Germany
$58.7K