We are live on ! Find out more
TFSL icon

TFS Financial

185 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, 71 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,787% more call options, than puts

Call options by funds: $866K | Put options by funds: $30K

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

5% more funds holding

Funds holding: 177185 (+8)

5% more capital invested

Capital invested by funds: $395M → $414M (+$19.2M)

0.33% more ownership

Funds ownership: 10.87%11.2% (+0.33%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
71
Reduced
54
Closed
20
Calls
$866K
Puts
$30K
Net Calls
+$836K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$7.34K +$568 +43 +8%
PTC
152
Private Trust Company
Ohio
$6.61K
CBT
153
Crews Bank & Trust
Florida
$6.59K
RF
154
Rossby Financial
Florida
$6.57K
CPG
155
Cornerstone Planning Group
New Jersey
$5.88K +$1.12K +85 +243%
RFP
156
Root Financial Partners
California
$5.15K +$5.17K +391 New
HNB
157
Huntington National Bank
Ohio
$4.66K -$5.88K -445 -56%
ASN
158
Advisory Services Network
Georgia
$3.98K +$3.99K +302 New
DI
159
DAGCO Inc
Ohio
$3.95K
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$3.61K -$1.57K -119 -30%
AssetMark Inc
161
AssetMark Inc
California
$2.4K
MAM
162
Marquette Asset Management
Minnesota
$2.32K +$2.33K +176 New
PS
163
Principal Securities
Iowa
$2.29K -$40.7K -3,076 -95%
HWM
164
Hemington Wealth Management
Virginia
$2K -$93 -7 -4%
HFS
165
Hantz Financial Services
Michigan
$2K
JWA
166
JFS Wealth Advisors
Pennsylvania
$1.34K -$93 -7 -6%
SAM
167
Smartleaf Asset Management
Massachusetts
$1.2K +$1.2K +91 New
IA
168
IFP Advisors
Florida
$1.16K +$1.16K +88 New
PWMG
169
Private Wealth Management Group
New Jersey
$620 +$621 +47 New
PWA
170
Physician Wealth Advisors
Utah
$501 +$502 +38 New
BIA
171
Bell Investment Advisors
California
$488 +$489 +37 New
WANY
172
Wealthspire Advisors (New York)
New York
$487 +$489 +37 New
FFO
173
Fortitude Family Office
Arizona
$474
SC
174
SouthState Corp
Florida
$396
WA
175
WPG Advisers
Maryland
$329