Tilly's
TLYS
55 hedge funds and large institutions have $30M invested in Tilly's in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 19 closing their positions.
2.58% less ownership
Funds ownership: 97.8% → 95.22% (-2.6%)
4% less funds holding
Funds holding: 57 → 55 (-2)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
39% less capital invested
Capital invested by funds: $49.2M → $30M (-$19.1M)
64% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Shay Capital
New York
|
+$1.27M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.24M |
| 3 |
Millennium Management
New York
|
+$539K |
| 4 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$344K |
| 5 |
Jane Street
New York
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$1.4M |
| 2 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$1.11M |
| 3 |
BlackRock
New York
|
-$1.07M |
| 4 |
First Eagle Investment Management
New York
|
-$814K |
| 5 |
State Street
Boston,
Massachusetts
|
-$381K |
TLYS Hedge Fund Activity: Q2 2025 in Review
55 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Tilly's (TLYS) for Q2 2025, worth a combined $30M — down 39% from $49.2M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of TLYS and 17 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 8 added.
The largest buyer was Shay Capital, adding an estimated $1.27M. The largest seller was Nomura Holdings, cutting an estimated $1.4M.
- 55 institutional investors held Tilly's (TLYS) as of Q2 2025, down from 57 in Q1 2025.
- Funds reported $30M of Tilly's stock for Q2 2025, down 39% quarter-over-quarter.
- 17 funds opened new Tilly's positions in Q2 2025 and 19 closed out, a net change of -2 holders.
- The largest Tilly's buyer in Q2 2025 was Shay Capital, an estimated $1.27M added.
- The largest Tilly's seller in Q2 2025 was Nomura Holdings, an estimated $1.4M sold.
Based on aggregated 13F filings for Q2 2025.