We are live on ! Find out more
TFSL icon

TFS Financial

177 hedge funds and large institutions have $395M invested in TFS Financial in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $243K

89% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $354M → $395M (+$41M)

0.69% more ownership

Funds ownership: 10.18%10.87% (+0.69%)

6% less funds holding

Funds holding: 188177 (-11)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
83
Reduced
44
Closed
30
Calls
$1.18M
Puts
$243K
Net Calls
+$934K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.1M -$881K -68,383 -1%
BlackRock
2
BlackRock
New York
$46M +$5.61M +435,664 +14%
Renaissance Technologies
3
Renaissance Technologies
New York
$38.8M -$2.16M -167,500 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.5M +$2.54M +196,963 +8%
LCM
5
Lakewood Capital Management
New York
$27.4M +$21.4M +1,660,339 +366%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$20M +$593K +46,080 +3%
State Street
7
State Street
Massachusetts
$18M +$1.37M +106,549 +8%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$15.7M -$2.22M -172,642 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.9M +$304K +23,622 +2%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$13.2M +$674K +52,350 +5%
Citadel Advisors
11
Citadel Advisors
Florida
$8.79M +$1.56M +121,415 +22%
Bank of America
12
Bank of America
North Carolina
$8.44M -$65.4K -5,082 -0.8%
Morgan Stanley
13
Morgan Stanley
New York
$5.84M +$1.83M +142,106 +46%
Norges Bank
14
Norges Bank
Norway
$5.22M +$191K +14,870 +4%
KIM
15
Kestra Investment Management
Texas
$5.07M +$2.47M +191,920 +92%
Charles Schwab
16
Charles Schwab
California
$4.03M +$23.8K +1,851 +0.6%
UBS Group
17
UBS Group
Switzerland
$3.41M +$1.18M +91,336 +53%
Northern Trust
18
Northern Trust
Illinois
$3.4M -$420K -32,620 -11%
UBS AM
19
UBS AM
Illinois
$3.05M +$394K +30,623 +15%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$2.99M -$117K -9,050 -4%
CA
21
Clearstead Advisors
Ohio
$2.84M -$241K -18,751 -8%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.34M +$136K +10,532 +6%
N
23
Nuveen
North Carolina
$2M -$443K -34,406 -18%
State Board of Administration of Florida Retirement System
24
State Board of Administration of Florida Retirement System
Florida
$1.72M -$9.14K -710 -0.5%
QCM
25
Quantinno Capital Management
New York
$1.58M +$837K +65,017 +114%

TFSL Hedge Fund Activity: Q2 2025 in Review

177 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2025, worth a combined $395M — up 12% from $354M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TFSL and 22 opened new positions — a net loss of 8 holders — while 44 trimmed existing stakes and 83 added.

The largest buyer was Lakewood Capital Management, adding an estimated $21.4M. The largest seller was FJ Capital Management, exiting entirely with an estimated $4.49M sold.

  • 177 institutional investors held TFS Financial (TFSL) as of Q2 2025, down from 188 in Q1 2025.
  • Funds reported $395M of TFS Financial stock for Q2 2025, up 12% quarter-over-quarter.
  • 22 funds opened new TFS Financial positions in Q2 2025 and 30 closed out, a net change of -8 holders.
  • The largest TFS Financial buyer in Q2 2025 was Lakewood Capital Management, an estimated $21.4M added.
  • The largest TFS Financial seller in Q2 2025 was FJ Capital Management, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2025.