Tilly's
TLYS
60 hedge funds and large institutions have $43.6M invested in Tilly's in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.
1,233% more call options, than puts
Call options by funds: $120K | Put options by funds: $9K
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
45% more capital invested
Capital invested by funds: $30M → $43.6M (+$13.6M)
9% more funds holding
Funds holding: 55 → 60 (+5)
3.88% less ownership
Funds ownership: 95.22% → 91.34% (-3.9%)
50% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$433K |
| 2 |
SC
Shay Capital
New York
|
+$277K |
| 3 |
Two Sigma Investments
New York
|
+$246K |
| 4 |
Two Sigma Advisers
New York
|
+$226K |
| 5 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
-$814K |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$433K |
| 3 |
BlackRock
New York
|
-$271K |
| 4 |
Jane Street
New York
|
-$237K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $622 | -$94 | -54 | -15% |
|
|
SS
52
SBI Securities
Tokyo,
Japan
| $585 | – | – | – |
|
53
Citigroup
New York
| $511 | -$509 | -294 | -54% |
|
54
BNP Paribas Financial Markets
Paris,
France
| $340 | – | – | – |
|
|
AAP
55
Arax Advisory Partners
Denver,
Colorado
| $80 | +$68 | +39 | New |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $64 | -$20.4K | -11,752 | -100% |
|
57
Optiver Holding
Amsterdam,
Netherlands
| $29 | +$24 | +14 | New |
|
58
Osaic Holdings
Scottsdale,
Arizona
| $9 | – | – | – |
|
|
EWA
59
EverSource Wealth Advisors
Birmingham,
Alabama
| $8 | -$43 | -25 | -86% |
|
60
Marshall Wace
London,
United Kingdom
| – | -$69.7K | -50,500 | Closed |
|
|
GSC
61
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$56.3K | -40,804 | Closed |
|
62
Corient Private Wealth
Miami,
Florida
| – | -$48.3K | -35,000 | Closed |
|
|
WS
63
Wedbush Securities
Los Angeles,
California
| – | -$30K | -22,000 | Closed |
|
64
Wells Fargo
San Francisco,
California
| – | -$526 | -381 | Closed |
|
65
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$444 | -256 | -62% |
|
TLYS Hedge Fund Activity: Q3 2025 in Review
60 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Tilly's (TLYS) for Q3 2025, worth a combined $43.6M — up 45% from $30M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TLYS positions and 5 closed out — a net gain of 6 holders — while 12 added to existing stakes and 24 trimmed.
The largest buyer was MUFG Securities EMEA, adding an estimated $433K. The largest seller was Long Focus Capital Management, cutting an estimated $814K.
- 60 institutional investors held Tilly's (TLYS) as of Q3 2025, up from 55 in Q2 2025.
- Funds reported $43.6M of Tilly's stock for Q3 2025, up 45% quarter-over-quarter.
- 11 funds opened new Tilly's positions in Q3 2025 and 5 closed out, a net change of +6 holders.
- The largest Tilly's buyer in Q3 2025 was MUFG Securities EMEA, an estimated $433K added.
- The largest Tilly's seller in Q3 2025 was Long Focus Capital Management, an estimated $814K sold.
Based on aggregated 13F filings for Q3 2025.