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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 23 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% less funds holding

Funds holding: 186177 (-9)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
177
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
$1.18M
Puts
$243K
Net Calls
Net Calls Change

Top Buyers

1 +$21.5M
2 +$5.64M
3 +$2.55M
4
KIM
Kestra Investment Management
Texas
+$2.43M
5
Morgan Stanley
Morgan Stanley
New York
+$1.84M

Top Sellers

1 -$4.49M
2 -$2.78M
3 -$2.24M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.17M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$886K
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
151
Crews Bank & Trust
Florida
$6.47K
RF
152
Rossby Financial
Florida
$6.47K
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$5.09K
DI
154
DAGCO Inc
Ohio
$3.88K
AssetMark Inc
155
AssetMark Inc
California
$2.36K
WSFS
156
Wilmington Savings Fund Society
Delaware
$2.18K
HFS
157
Hantz Financial Services
Michigan
$2K
HWM
158
Hemington Wealth Management
Virginia
$2K
JWA
159
JFS Wealth Advisors
Pennsylvania
$1.41K
GWM
160
Geneos Wealth Management
Colorado
$1.4K
FAM
161
Flaharty Asset Management
Florida
$1.29K
MYIA
162
Mount Yale Investment Advisors
Colorado
$544
BIG
163
Brooklyn Investment Group
New York
$493
FFO
164
Fortitude Family Office
Arizona
$466
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
DPW
169
DiNuzzo Private Wealth
Pennsylvania
$285
SIC
170
SJS Investment Consulting
Ohio
$234
MCM
171
MV Capital Management
Maryland
$195
BHWM
172
Bay Harbor Wealth Management
Maryland
$168
RWM
173
Rialto Wealth Management
New York
$143
HIA
174
HFM Investment Advisors
New Jersey
$142
RIL
175
Rothschild Investment LLC
Illinois
$104