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TFS Financial

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: 176189 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65M -$440K -34,354 -0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$39.2M +$904K +70,600 +2%
BlackRock
3
BlackRock
New York
$38.7M -$1.76M -137,306 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.5M +$810K +63,202 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$18.5M -$433K -33,822 -2%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$17.2M +$1.08M +84,002 +6%
State Street
7
State Street
Massachusetts
$15.9M -$2.97M -231,716 -15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14M +$449K +35,086 +3%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$12M +$447K +34,883 +4%
Bank of America
10
Bank of America
North Carolina
$8.14M +$2M +155,970 +31%
Citadel Advisors
11
Citadel Advisors
Florida
$6.9M +$1.76M +137,557 +33%
LCM
12
Lakewood Capital Management
New York
$5.61M +$5.8M +453,043 New
Norges Bank
13
Norges Bank
Norway
$4.81M +$191K +14,900 +4%
FCM
14
FJ Capital Management
Virginia
$4.49M +$292K +22,806 +7%
Charles Schwab
15
Charles Schwab
California
$3.83M -$136K -10,640 -3%
Morgan Stanley
16
Morgan Stanley
New York
$3.83M -$740K -57,754 -16%
Northern Trust
17
Northern Trust
Illinois
$3.66M +$140K +10,914 +4%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$2.98M +$59.3K +4,627 +2%
CA
19
Clearstead Advisors
Ohio
$2.95M -$72.1K -5,628 -2%
AI
20
Atom Investors
Texas
$2.78M +$748K +58,370 +35%
KIM
21
Kestra Investment Management
Texas
$2.58M +$41.2K +3,217 +2%
UBS AM
22
UBS AM
Illinois
$2.54M +$345K +26,949 +15%
N
23
Nuveen
North Carolina
$2.34M +$679 +53 +0%
UBS Group
24
UBS Group
Switzerland
$2.13M +$420K +32,786 +24%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.11M -$178K -13,899 -8%

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.