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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
CAL
176
Capital Advisors Ltd
Ohio
$2K -$151K -11,023 -99%
HFS
177
Hantz Financial Services
Michigan
$2K
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$1.93K -$322K -23,512 -99%
JWA
179
JFS Wealth Advisors
Pennsylvania
$1.85K +$493 +36 +35%
EPM
180
Equitec Proprietary Markets
Illinois
$1.27K -$61.3K -4,479 -98%
IA
181
IFP Advisors
Florida
$1.2K +$27 +2 +2%
KFAS
182
Keating Financial Advisory Services
Kansas
$1.11K +$1.14K +83 New
AW
183
Avion Wealth
Texas
$1K +$1.05K +77 +188%
B
184
Bayban
Minnesota
$669 +$685 +50 New
PWMG
185
Private Wealth Management Group
New Jersey
$629
PWA
186
Physician Wealth Advisors
Utah
$509
CPG
187
Cornerstone Planning Group
New Jersey
$505 -$1.15K -84 -70%
RIL
188
Rothschild Investment LLC
Illinois
$468 +$479 +35 New
SC
189
SouthState Corp
Florida
$402
FFO
190
Fortitude Family Office
Arizona
$348 -$137 -10 -28%
WA
191
WPG Advisers
Maryland
$335
DPW
192
DiNuzzo Private Wealth
Pennsylvania
$295
SIC
193
SJS Investment Consulting
Ohio
$241
EP
194
Essential Partners
California
$214 +$219 +16 New
DWM
195
Dogwood Wealth Management
Kansas
$201
MCM
196
MV Capital Management
Maryland
$201
STB
197
S&T Bank
Pennsylvania
$187 +$192 +14 New
HIA
198
HFM Investment Advisors
New Jersey
$148
RWM
199
Rialto Wealth Management
New York
$148
TAM
200
Tucker Asset Management
Colorado
$146 +$151 +11 New