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TFS Financial

203 hedge funds and large institutions have $477M invested in TFS Financial in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,346% more call options, than puts

Call options by funds: $838K | Put options by funds: $13K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

65% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 49

15% more capital invested

Capital invested by funds: $414M → $477M (+$62.8M)

10% more funds holding

Funds holding: 185203 (+18)

1.51% more ownership

Funds ownership: 11.2%12.71% (+1.5%)

Holders
203
Holders Change
+18
Holders Change %
+9.73%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
81
Reduced
49
Closed
20
Calls
$838K
Puts
$13K
Net Calls
+$825K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.9M -$1.31M -96,003 -2%
BlackRock
2
BlackRock
New York
$53.9M +$6.86M +500,752 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.2M +$899K +65,669 +2%
LCM
4
Lakewood Capital Management
New York
$36.8M +$2.97M +217,000 +9%
Renaissance Technologies
5
Renaissance Technologies
New York
$35.5M -$6.81M -497,000 -16%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$31.7M +$18.7M +1,363,063 +135%
State Street
7
State Street
Massachusetts
$26.3M +$5.31M +387,992 +25%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$25M +$4.82M +352,093 +23%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$15.7M +$88.7K +6,475 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.3M +$8.08K +590 +0.1%
Bank of America
11
Bank of America
North Carolina
$10.6M -$561K -40,976 -5%
Morgan Stanley
12
Morgan Stanley
New York
$9.51M +$1.84M +134,683 +23%
Citadel Advisors
13
Citadel Advisors
Florida
$6.87M -$1.75M -127,429 -20%
UBS Group
14
UBS Group
Switzerland
$6.69M +$1.51M +110,104 +28%
GCM
15
Gator Capital Management
Florida
$6.29M +$6.44M +470,125 New
Norges Bank
16
Norges Bank
Norway
$5.25M +$5.37M +392,257 New
Charles Schwab
17
Charles Schwab
California
$4.11M -$3.38K -247 -0.1%
BHPW
18
Beverly Hills Private Wealth
California
$3.9M +$4M +291,767 New
QCM
19
Quantinno Capital Management
New York
$3.54M +$982K +71,674 +37%
Two Sigma Investments
20
Two Sigma Investments
New York
$3.46M +$55.1K +4,023 +2%
CA
21
Clearstead Advisors
Ohio
$3.31M +$378K +27,625 +13%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.17M -$127K -9,298 -4%
Northern Trust
23
Northern Trust
Illinois
$3.17M -$165K -12,019 -5%
KIM
24
Kestra Investment Management
Texas
$2.87M +$13.9K +1,017 +0.5%
Squarepoint
25
Squarepoint
New York
$2.87M +$1.39M +101,713 +90%