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TFS Financial

216 hedge funds and large institutions have $533M invested in TFS Financial in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

47,533% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $3K

83% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 48

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

12% more capital invested

Capital invested by funds: $477M → $533M (+$55.9M)

6% more funds holding

Funds holding: 203216 (+13)

0.81% more ownership

Funds ownership: 12.71%13.52% (+0.81%)

Holders
216
Holders Change
+13
Holders Change %
+6.4%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
88
Reduced
48
Closed
26
Calls
$1.43M
Puts
$3K
Net Calls
+$1.43M
Net Calls Change
+$601K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$53.8K +$2.09K +148 +4%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$47.2K -$22.3K -1,580 -32%
TRCT
153
Tower Research Capital (TRC)
New York
$39.6K +$19.4K +1,374 +95%
EWA
154
EverSource Wealth Advisors
Alabama
$38K +$11.9K +841 +45%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$31.7K +$16.2K +1,149 +104%
IUHSA
156
Itau Unibanco Holding S.A.
Brazil
$29.1K +$29.3K +2,072 New
MCM
157
MAI Capital Management
Ohio
$27.4K +$2.73K +193 +11%
QC
158
Quent Capital
New York
$25.1K -$3.83K -271 -13%
SCM
159
Sterling Capital Management
North Carolina
$24.7K -$18.9K -1,339 -43%
AF
160
Allworth Financial
California
$20.7K -$410 -29 -2%
ME
161
McIlrath & Eck
Washington
$18.5K
QCG
162
Quadrant Capital Group
Ohio
$18K -$56.3K -3,984 -76%
SO
163
STRS Ohio
Ohio
$17.6K -$28 -2 -0.2%
HNB
164
Huntington National Bank
Ohio
$17.2K +$2.19K +155 +14%
WIM
165
Westside Investment Management
California
$16.2K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$15.5K
SWP
167
Strategic Wealth Partners
Ohio
$14.8K
PFBT
168
Parkside Financial Bank & Trust
Missouri
$14.8K +$354 +25 +2%
LFG
169
Larson Financial Group
Missouri
$13K
SWM
170
Spire Wealth Management
Virginia
$12.8K +$255 +18 +2%
MIM
171
MetLife Investment Management
New Jersey
$12.1K +$14 +1 +0.1%
ACM
172
Aquatic Capital Management
Illinois
$12K -$175K -12,350 -94%
FDW
173
Fourth Dimension Wealth
Ohio
$11.1K +$99 +7 +0.9%
RFP
174
Root Financial Partners
California
$10.4K +$4.06K +287 +63%
NICM
175
Neo Ivy Capital Management
New York
$9.46K -$14.7K -1,040 -61%