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TFS Financial

175 hedge funds and large institutions have $349M invested in TFS Financial in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $296K

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

5% more funds holding

Funds holding: 166175 (+9)

0.18% more ownership

Funds ownership: 9.7%9.89% (+0.18%)

0% less capital invested

Capital invested by funds: $350M → $349M (-$1.75M)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
70
Reduced
50
Closed
19
Calls
$1.08M
Puts
$296K
Net Calls
+$789K
Net Calls Change
-$487K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Corebridge Financial
Texas
$4.41K -$333 -25 -7%
EWA
152
EverSource Wealth Advisors
Alabama
$4.09K +$1.04K +78 +31%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$3.01K +$519 +39 +19%
AAP
154
Arax Advisory Partners
Colorado
$2.73K -$1.17K -88 -29%
IA
155
IFP Advisors
Florida
$2.25K -$173 -13 -8%
SAM
156
Smartleaf Asset Management
Massachusetts
$2.18K +$958 +72 +71%
WSFS
157
Wilmington Savings Fund Society
Delaware
$2.11K
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$1.9K -$266 -20 -12%
CAM
159
Creekmur Asset Management
Illinois
$1.22K
JWA
160
JFS Wealth Advisors
Pennsylvania
$1.09K +$253 +19 +28%
Comerica Bank
161
Comerica Bank
Texas
$1.05K -$1.65K -124 -60%
HWM
162
Hemington Wealth Management
Virginia
$1K +$293 +22 +24%
TAM
163
Tucker Asset Management
Colorado
$897
RIL
164
Rothschild Investment LLC
Illinois
$578 +$612 +46 New
PS
165
Principal Securities
Iowa
$452 -$2.61K -196 -84%
WA
166
WPG Advisers
Maryland
$314 +$333 +25 New
SIC
167
SJS Investment Consulting
Ohio
$302 -$67 -5 -17%
AF
168
Advisornet Financial
Minnesota
$289
DPW
169
DiNuzzo Private Wealth
Pennsylvania
$277 -$40 -3 -12%
Jones Financial Companies
170
Jones Financial Companies
Missouri
$201
CFGS
171
Concourse Financial Group Securities
Alabama
$187 -$546 -41 -73%
GFPC
172
Global Financial Private Client
Florida
$113 +$120 +9 New
MCM
173
MV Capital Management
Maryland
$88 -$40 -3 -30%
PWM
174
Parkworth Wealth Management
California
$50 +$53 +4 New
BIG
175
Brooklyn Investment Group
New York
$38 +$13 +1 +50%

TFSL Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q4 2024, worth a combined $349M — down 0.5% from $350M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFSL positions and 19 closed out — a net gain of 13 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $3.88M. The largest seller was Brandywine Global Investment Management, exiting entirely with an estimated $6.52M sold.

  • 175 institutional investors held TFS Financial (TFSL) as of Q4 2024, up from 166 in Q3 2024.
  • Funds reported $349M of TFS Financial stock for Q4 2024, down 0.5% quarter-over-quarter.
  • 32 funds opened new TFS Financial positions in Q4 2024 and 19 closed out, a net change of +13 holders.
  • The largest TFS Financial buyer in Q4 2024 was State Street, an estimated $3.88M added.
  • The largest TFS Financial seller in Q4 2024 was Brandywine Global Investment Management, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2024.