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TFS Financial

203 hedge funds and large institutions have $477M invested in TFS Financial in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,346% more call options, than puts

Call options by funds: $838K | Put options by funds: $13K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

65% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 49

15% more capital invested

Capital invested by funds: $414M → $477M (+$62.8M)

10% more funds holding

Funds holding: 185203 (+18)

1.51% more ownership

Funds ownership: 11.2%12.71% (+1.5%)

Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
81
Reduced
49
Closed
20
Calls
$838K
Puts
$13K
Net Calls
+$825K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$14.5K +$3.3K +241 +29%
HNB
152
Huntington National Bank
Ohio
$14.3K +$9.79K +715 +202%
SWP
153
Strategic Wealth Partners
Ohio
$14.1K
PFBT
154
Parkside Financial Bank & Trust
Missouri
$13.7K +$1.97K +144 +16%
GI
155
GAMMA Investing
California
$12.9K +$5.62K +410 +74%
LFG
156
Larson Financial Group
Missouri
$12.4K
SWM
157
Spire Wealth Management
Virginia
$11.9K +$247 +18 +2%
MIM
158
MetLife Investment Management
New Jersey
$11.5K -$219 -16 -2%
FDW
159
Fourth Dimension Wealth
Ohio
$10.4K -$2.96K -216 -22%
QL
160
Quarry LP
New York
$10.2K +$10.4K +760 New
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$10K -$355K -25,906 -97%
AAP
162
Arax Advisory Partners
Colorado
$9.58K +$9.8K +716 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$7.92K -$616 -45 -7%
PTC
164
Private Trust Company
Ohio
$6.72K
CBT
165
Crews Bank & Trust
Florida
$6.69K
RF
166
Rossby Financial
Florida
$6.69K
TCM
167
Triumph Capital Management
Colorado
$6.69K +$6.85K +500 New
RFP
168
Root Financial Partners
California
$6.1K +$890 +65 +17%
MAM
169
Marquette Asset Management
Minnesota
$4.68K +$2.38K +174 +99%
ECSS
170
Eurizon Capital SGR SpA
$4.09K +$4.19K +306 New
DI
171
DAGCO Inc
Ohio
$4.01K
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$3.67K
SAM
173
Smartleaf Asset Management
Massachusetts
$2.72K +$1.53K +112 +123%
AssetMark Inc
174
AssetMark Inc
California
$2.44K
PWPS
175
Pinnacle Wealth Planning Services
Ohio
$2.02K +$2.07K +151 New