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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
CPG
201
Cornerstone Planning Group
New Jersey
$548 +$14 +1 +3%
PWA
202
Physician Wealth Advisors
Utah
$534
SC
203
SouthState Corp
Florida
$422
AssetMark Inc
204
AssetMark Inc
California
$379 -$2.19K -155 -85%
RIL
205
Rothschild Investment LLC
Illinois
$379 -$113 -8 -23%
WA
206
WPG Advisers
Maryland
$351
DPW
207
DiNuzzo Private Wealth
Pennsylvania
$310
MCM
208
MV Capital Management
Maryland
$296 +$85 +6 +40%
BHWM
209
Bay Harbor Wealth Management
Maryland
$266 +$127 +9 +90%
DWM
210
Dogwood Wealth Management
Kansas
$211
EP
211
Essential Partners
California
$169 -$57 -4 -25%
RWM
212
Rialto Wealth Management
New York
$169 +$14 +1 +9%
HIA
213
HFM Investment Advisors
New Jersey
$155
VWM
214
Vermillion Wealth Management
Minnesota
$84 +$85 +6 New
CW
215
Curio Wealth
Maryland
$42 +$42 +3 New
DF
216
Dunhill Financial
United Kingdom
$16
Norges Bank
217
Norges Bank
Norway
-$5.25M -392,257 Closed
Two Sigma Advisers
218
Two Sigma Advisers
New York
-$1.28M -95,372 Closed
A
219
AlphaQuest
New York
-$399K -29,794 Closed
LIP
220
Lighthouse Investment Partners
Florida
-$321K -23,980 Closed
BCI
221
Brinker Capital Investments
Pennsylvania
-$279K -20,834 Closed
EI
222
Ethic Inc
New York
-$227K -16,974 Closed
Mariner
223
Mariner
Kansas
-$225K -16,798 Closed
IAN
224
Integrated Advisors Network
Texas
-$184K -13,735 Closed
PA
225
PharVision Advisers
Florida
-$151K -11,249 Closed