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TFS Financial

182 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, 70 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
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
$866K
Puts
$30K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$6.61K
CBT
152
Crews Bank & Trust
Florida
$6.59K
RF
153
Rossby Financial
Florida
$6.57K
CPG
154
Cornerstone Planning Group
New Jersey
$5.88K
RFP
155
Root Financial Partners
California
$5.15K
HNB
156
Huntington National Bank
Ohio
$4.66K
ASN
157
Advisory Services Network
Georgia
$3.98K
DI
158
DAGCO Inc
Ohio
$3.95K
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$3.61K
AssetMark Inc
160
AssetMark Inc
California
$2.4K
MAM
161
Marquette Asset Management
Minnesota
$2.32K
PS
162
Principal Securities
Iowa
$2.29K
HWM
163
Hemington Wealth Management
Virginia
$2K
HFS
164
Hantz Financial Services
Michigan
$2K
JWA
165
JFS Wealth Advisors
Pennsylvania
$1.34K
SAM
166
Smartleaf Asset Management
Massachusetts
$1.2K
PWMG
167
Private Wealth Management Group
New Jersey
$620
PWA
168
Physician Wealth Advisors
Utah
$501
BIA
169
Bell Investment Advisors
California
$488
WANY
170
Wealthspire Advisors (New York)
New York
$487
FFO
171
Fortitude Family Office
Arizona
$474
SC
172
SouthState Corp
Florida
$396
WA
173
WPG Advisers
Maryland
$329
DPW
174
DiNuzzo Private Wealth
Pennsylvania
$310
SIC
175
SJS Investment Consulting
Ohio
$238