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TFS Financial

185 hedge funds and large institutions have $414M invested in TFS Financial in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,787% more call options, than puts

Call options by funds: $866K | Put options by funds: $30K

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

5% more funds holding

Funds holding: 177185 (+8)

5% more capital invested

Capital invested by funds: $395M → $414M (+$19.2M)

0.33% more ownership

Funds ownership: 10.87%11.2% (+0.33%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
71
Reduced
54
Closed
20
Calls
$866K
Puts
$30K
Net Calls
+$836K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.2M -$1.05M -79,399 -2%
BlackRock
2
BlackRock
New York
$46.5M -$369K -27,952 -0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$41.6M +$2.12M +160,700 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.8M +$612K +46,288 +2%
LCM
5
Lakewood Capital Management
New York
$33.4M +$5.55M +420,000 +20%
State Street
6
State Street
Massachusetts
$20.8M +$2.46M +186,044 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$20M -$312K -23,590 -2%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$15.4M -$632K -47,817 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15M -$169K -12,766 -1%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$13.3M -$129K -9,760 -1%
Bank of America
11
Bank of America
North Carolina
$11M +$2.42M +182,810 +28%
Citadel Advisors
12
Citadel Advisors
Florida
$8.44M -$502K -38,012 -6%
Morgan Stanley
13
Morgan Stanley
New York
$7.59M +$1.65M +124,917 +28%
UBS Group
14
UBS Group
Switzerland
$5.14M +$1.68M +126,782 +48%
Charles Schwab
15
Charles Schwab
California
$4.05M -$46.4K -3,514 -1%
Two Sigma Investments
16
Two Sigma Investments
New York
$3.36M +$2.5M +189,282 +290%
Northern Trust
17
Northern Trust
Illinois
$3.28M -$181K -13,720 -5%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$3.25M +$202K +15,306 +7%
CA
19
Clearstead Advisors
Ohio
$2.89M +$5.08K +384 +0.2%
KIM
20
Kestra Investment Management
Texas
$2.81M -$2.47M -187,048 -47%
QCM
21
Quantinno Capital Management
New York
$2.55M +$944K +71,430 +59%
State Board of Administration of Florida Retirement System
22
State Board of Administration of Florida Retirement System
Florida
$2.13M +$380K +28,786 +22%
UBS AM
23
UBS AM
Illinois
$2.09M -$1.01M -76,443 -32%
First Trust Advisors
24
First Trust Advisors
Illinois
$2.05M -$329K -24,922 -14%
N
25
Nuveen
North Carolina
$1.62M -$415K -31,385 -20%