Tilly's
TLYS
60 hedge funds and large institutions have $91.7M invested in Tilly's in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 14 closing their positions.
33,940% more call options, than puts
Call options by funds: $1.7M | Put options by funds: $5K
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
8% more capital invested
Capital invested by funds: $85.1M → $91.7M (+$6.56M)
3.45% more ownership
Funds ownership: 90.69% → 94.14% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less funds holding
Funds holding: 65 → 60 (-5)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$2.1M |
| 2 |
SC
Simcoe Capital
Spokane,
Washington
|
+$1.15M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$796K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$736K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Shay Capital
New York
|
-$1.71M |
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
-$922K |
| 3 |
Millennium Management
New York
|
-$397K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$332K |
| 5 |
Jane Street
New York
|
-$305K |
TLYS Hedge Fund Activity: Q2 2026 in Review
60 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Tilly's (TLYS) for Q2 2026, worth a combined $91.7M — up 7.7% from $85.1M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of TLYS and 10 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 21 added.
The largest buyer was Renaissance Technologies, adding an estimated $2.1M. The largest seller was Shay Capital, cutting an estimated $1.71M.
- 60 institutional investors held Tilly's (TLYS) as of Q2 2026, down from 65 in Q1 2026.
- Funds reported $91.7M of Tilly's stock for Q2 2026, up 7.7% quarter-over-quarter.
- 10 funds opened new Tilly's positions in Q2 2026 and 14 closed out, a net change of -4 holders.
- The largest Tilly's buyer in Q2 2026 was Renaissance Technologies, an estimated $2.1M added.
- The largest Tilly's seller in Q2 2026 was Shay Capital, an estimated $1.71M sold.
Based on aggregated 13F filings for Q2 2026.