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TFS Financial

177 hedge funds and large institutions have $395M invested in TFS Financial in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $243K

89% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $354M → $395M (+$41M)

0.69% more ownership

Funds ownership: 10.18%10.87% (+0.69%)

6% less funds holding

Funds holding: 188177 (-11)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
83
Reduced
44
Closed
30
Calls
$1.18M
Puts
$243K
Net Calls
+$934K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$6.5K
CBT
152
Crews Bank & Trust
Florida
$6.47K
RF
153
Rossby Financial
Florida
$6.47K +$6.44K +500 New
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$5.09K +$1.53K +119 +43%
DI
155
DAGCO Inc
Ohio
$3.88K
AssetMark Inc
156
AssetMark Inc
California
$2.36K +$2.34K +182 New
WSFS
157
Wilmington Savings Fund Society
Delaware
$2.18K
HFS
158
Hantz Financial Services
Michigan
$2K -$1.09K -85 -33%
HWM
159
Hemington Wealth Management
Virginia
$2K +$670 +52 +43%
JWA
160
JFS Wealth Advisors
Pennsylvania
$1.41K +$361 +28 +35%
GWM
161
Geneos Wealth Management
Colorado
$1.4K -$1.62K -126 -54%
MYIA
162
Mount Yale Investment Advisors
Colorado
$544 +$541 +42 New
BIG
163
Brooklyn Investment Group
New York
$493 -$1.12K -87 -70%
FFO
164
Fortitude Family Office
Arizona
$466 +$464 +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 +$270 +21 +525%
DPW
169
DiNuzzo Private Wealth
Pennsylvania
$285
SIC
170
SJS Investment Consulting
Ohio
$234 -$129 -10 -36%
MCM
171
MV Capital Management
Maryland
$195 +$193 +15 New
BHWM
172
Bay Harbor Wealth Management
Maryland
$168 +$129 +10 +333%
RWM
173
Rialto Wealth Management
New York
$143 +$142 +11 New
HIA
174
HFM Investment Advisors
New Jersey
$142 +$90 +7 +175%
RIL
175
Rothschild Investment LLC
Illinois
$104 +$103 +8 New

TFSL Hedge Fund Activity: Q2 2025 in Review

177 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2025, worth a combined $395M — up 12% from $354M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TFSL and 22 opened new positions — a net loss of 8 holders — while 44 trimmed existing stakes and 83 added.

The largest buyer was Lakewood Capital Management, adding an estimated $21.4M. The largest seller was FJ Capital Management, exiting entirely with an estimated $4.49M sold.

  • 177 institutional investors held TFS Financial (TFSL) as of Q2 2025, down from 188 in Q1 2025.
  • Funds reported $395M of TFS Financial stock for Q2 2025, up 12% quarter-over-quarter.
  • 22 funds opened new TFS Financial positions in Q2 2025 and 30 closed out, a net change of -8 holders.
  • The largest TFS Financial buyer in Q2 2025 was Lakewood Capital Management, an estimated $21.4M added.
  • The largest TFS Financial seller in Q2 2025 was FJ Capital Management, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2025.