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TFS Financial
TFSL

Overview Fund Activity

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.

Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
81
Reduced
45
Closed
29
Calls
$1.18M
Puts
$243K
Net Calls
+$934K
Net Calls Change
-$12K

Top Buyers

1
LCM
1
Lakewood Capital Management
New York
$27.4M
2
BlackRock
2
BlackRock
New York
$46M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.5M
4
KIM
4
Kestra Investment Management
Texas
$5.07M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.84M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$0
2
AI
2
Atom Investors
Texas
$0
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$15.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$38.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
151
Crews Bank & Trust
Florida
$6.48K – – –
RF
152
Rossby Financial
Florida
$6.48K +$6.48K +500 New
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$5.09K +$1.54K +119 +43%
DI
154
DAGCO Inc
Ohio
$3.89K – – –
AssetMark Inc
155
AssetMark Inc
California
$2.36K +$2.36K +182 New
WSFS
156
Wilmington Savings Fund Society
Delaware
$2.18K – – –
HFS
157
Hantz Financial Services
Michigan
$2K -$1K -85 -33%
HWM
158
Hemington Wealth Management
Virginia
$2K +$605 +52 +43%
JWA
159
JFS Wealth Advisors
Pennsylvania
$1.41K +$363 +28 +35%
GWM
160
Geneos Wealth Management
Colorado
$1.4K -$1.63K -126 -54%
FAM
161
Flaharty Asset Management
Florida
$1.3K – – –
MYIA
162
Mount Yale Investment Advisors
Colorado
$544 +$544 +42 New
BIG
163
Brooklyn Investment Group
New York
$493 -$1.13K -87 -70%
FFO
164
Fortitude Family Office
Arizona
$466 +$466 +36 New
CPG
165
Cornerstone Planning Group
New Jersey
$450 – – –
SC
166
SouthState Corp
Florida
$389 – – –
WA
167
WPG Advisers
Maryland
$324 – – –
PWM
168
Parkworth Wealth Management
California
$324 +$272 +21 +525%
DPW
169
DiNuzzo Private Wealth
Pennsylvania
$285 – – –
SIC
170
SJS Investment Consulting
Ohio
$234 -$130 -10 -36%
MCM
171
MV Capital Management
Maryland
$195 +$195 +15 New
BHWM
172
Bay Harbor Wealth Management
Maryland
$168 +$129 +10 +333%
RWM
173
Rialto Wealth Management
New York
$143 +$143 +11 New
HIA
174
HFM Investment Advisors
New Jersey
$142 +$90 +7 +175%
RIL
175
Rothschild Investment LLC
Illinois
$104 +$104 +8 New
5 6
7
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