Tilly's
TLYS
54 hedge funds and large institutions have $41.5M invested in Tilly's in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 7 closing their positions.
5% less capital invested
Capital invested by funds: $43.6M → $41.5M (-$2.05M)
1.23% less ownership
Funds ownership: 91.34% → 90.11% (-1.2%)
10% less funds holding
Funds holding: 60 → 54 (-6)
46% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 24
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$336K |
| 2 |
AC
Aristides Capital
Louisville,
Kentucky
|
+$164K |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$47.2K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.2K |
| 5 |
AFS
AFG Fiduciary Services
Hingham,
Massachusetts
|
+$32.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$290K |
| 2 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
-$191K |
| 3 |
Two Sigma Investments
New York
|
-$183K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$92.8K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$89.4K |
TLYS Hedge Fund Activity: Q4 2025 in Review
54 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Tilly's (TLYS) for Q4 2025, worth a combined $41.5M — down 4.7% from $43.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of TLYS and 3 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 13 added.
The largest buyer was Pacific Ridge Capital Partners, adding an estimated $336K. The largest seller was Dimensional Fund Advisors, cutting an estimated $290K.
- 54 institutional investors held Tilly's (TLYS) as of Q4 2025, down from 60 in Q3 2025.
- Funds reported $41.5M of Tilly's stock for Q4 2025, down 4.7% quarter-over-quarter.
- 3 funds opened new Tilly's positions in Q4 2025 and 7 closed out, a net change of -4 holders.
- The largest Tilly's buyer in Q4 2025 was Pacific Ridge Capital Partners, an estimated $336K added.
- The largest Tilly's seller in Q4 2025 was Dimensional Fund Advisors, an estimated $290K sold.
Based on aggregated 13F filings for Q4 2025.