TFS Financial
TFSL
178 hedge funds and large institutions have $393M invested in TFS Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 46 reducing their positions, and 30 closing their positions.
384% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $243K
78% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 46
11% more capital invested
Capital invested by funds: $354M → $393M (+$38.1M)
0.61% more ownership
Funds ownership: 10.19% → 10.8% (+0.61%)
6% less funds holding
Funds holding: 190 → 178 (-12)
30% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 30
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
+$21.4M |
| 2 |
BlackRock
New York
|
+$5.61M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.54M |
| 4 |
Morgan Stanley
New York
|
+$1.83M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$4.49M |
| 2 |
AI
Atom Investors
Austin,
Texas
|
-$2.78M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$2.22M |
| 4 |
Renaissance Technologies
New York
|
-$2.16M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$881K |
TFSL Hedge Fund Activity: Q2 2025 in Review
178 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in TFS Financial (TFSL) for Q2 2025, worth a combined $393M — up 11% from $354M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of TFSL and 21 opened new positions — a net loss of 9 holders — while 46 trimmed existing stakes and 82 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.
- 178 institutional investors held TFS Financial (TFSL) as of Q2 2025, down from 190 in Q1 2025.
- Funds reported $393M of TFS Financial stock for Q2 2025, up 11% quarter-over-quarter.
- 21 funds opened new TFS Financial positions in Q2 2025 and 30 closed out, a net change of -9 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.