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TFS Financial
TFSL

189 hedge funds and large institutions have $354M invested in TFS Financial in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $453K

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 60

7% more funds holding

Funds holding: 176 → 189 (+13)

2% more capital invested

Capital invested by funds: $349M → $354M (+$5.63M)

0.29% more ownership

Funds ownership: 9.89% → 10.18% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
189
Holders Change
+13
Holders Change %
+7.39%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
68
Reduced
60
Closed
17
Calls
$1.4M
Puts
$453K
Net Calls
+$946K
Net Calls Change
+$157K

Top Buyers

Rank Fund Capital Flow
1
LCM
Lakewood Capital Management
New York
+$5.8M
2
Bank of America
Bank of America
North Carolina
+$2M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.76M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$1.08M
5
Renaissance Technologies
Renaissance Technologies
New York
+$904K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.97M
2
BlackRock
BlackRock
New York
-$1.76M
3
Morgan Stanley
Morgan Stanley
New York
-$740K
4
ECM
ExodusPoint Capital Management
New York
-$699K
5
Squarepoint
Squarepoint
New York
-$603K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
176
Cornerstone Planning Group
New Jersey
$447 +$448 +35 New
SC
177
SouthState Corp
Florida
$372 +$384 +30 New
SIC
178
SJS Investment Consulting
Ohio
$347 +$51 +4 +17%
GFPC
179
Global Financial Private Client
Florida
$347 +$243 +19 +211%
SW
180
SVB Wealth
Massachusetts
$335 +$346 +27 New
WA
181
WPG Advisers
Maryland
$310 – – –
AF
182
Advisornet Financial
Minnesota
$285 – – –
DPW
183
DiNuzzo Private Wealth
Pennsylvania
$273 – – –
UB
184
UMB Bank
Missouri
$248 +$256 +20 New
PWM
185
Parkworth Wealth Management
California
$50 – – –
HIA
186
HFM Investment Advisors
New Jersey
$50 +$51 +4 New
GC
187
Garde Capital
Washington
$38 +$38 +3 New
BHWM
188
Bay Harbor Wealth Management
Maryland
$37 +$38 +3 New
TWD
189
True Wealth Design
Ohio
$25 +$26 +2 New
ECM
190
ExodusPoint Capital Management
New York
– -$699K -55,686 Closed
DFCM
191
Dark Forest Capital Management
Puerto Rico
– -$402K -31,982 Closed
GCM
192
Greenland Capital Management
New York
– -$392K -31,178 Closed
GCM
193
Graham Capital Management
Connecticut
– -$336K -26,727 Closed
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
– -$248K -19,737 Closed
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
– -$199K -15,837 Closed
OR
196
Olympiad Research
Connecticut
– -$167K -13,259 Closed
Neuberger Berman Group
197
Neuberger Berman Group
New York
– -$141K -11,208 Closed
PCM
198
Prelude Capital Management
New York
– -$133K -10,607 Closed
Ameriprise
199
Ameriprise
Minnesota
– -$126K -10,020 Closed
Group One Trading
200
Group One Trading
Illinois
– -$8.97K -700 Closed
5 6 7
8
9

TFSL Hedge Fund Activity: Q1 2025 in Review

189 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q1 2025, worth a combined $354M — up 1.6% from $349M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TFSL positions and 17 closed out — a net gain of 15 holders — while 68 added to existing stakes and 60 trimmed.

The largest buyer was Lakewood Capital Management, opening a new position worth an estimated $5.8M. The largest seller was State Street, cutting an estimated $2.97M.

  • 189 institutional investors held TFS Financial (TFSL) as of Q1 2025, up from 176 in Q4 2024.
  • Funds reported $354M of TFS Financial stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 32 funds opened new TFS Financial positions in Q1 2025 and 17 closed out, a net change of +15 holders.
  • The largest TFS Financial buyer in Q1 2025 was Lakewood Capital Management, an estimated $5.8M added.
  • The largest TFS Financial seller in Q1 2025 was State Street, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2025.