Tilly's
TLYS
65 hedge funds and large institutions have $85.1M invested in Tilly's in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.
359% more call options, than puts
Call options by funds: $225K | Put options by funds: $49K
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
105% more capital invested
Capital invested by funds: $41.5M → $85.1M (+$43.6M)
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
20% more funds holding
Funds holding: 54 → 65 (+11)
0.58% more ownership
Funds ownership: 90.11% → 90.69% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BML Capital Management
Zionsville,
Indiana
|
+$4.34M |
| 2 |
Two Sigma Investments
New York
|
+$1.31M |
| 3 |
SC
Simcoe Capital
Spokane,
Washington
|
+$1.25M |
| 4 |
Renaissance Technologies
New York
|
+$192K |
| 5 |
HF
HRT Financial
New York
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
-$3.34M |
| 2 |
SC
Shay Capital
New York
|
-$3.18M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$389K |
| 4 |
Millennium Management
New York
|
-$306K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$127K |
TLYS Hedge Fund Activity: Q1 2026 in Review
65 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Tilly's (TLYS) for Q1 2026, worth a combined $85.1M — up 105% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new TLYS positions and 5 closed out — a net gain of 13 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was BML Capital Management, opening a new position worth an estimated $4.34M. The largest seller was Long Focus Capital Management, exiting entirely with an estimated $3.34M sold.
- 65 institutional investors held Tilly's (TLYS) as of Q1 2026, up from 54 in Q4 2025.
- Funds reported $85.1M of Tilly's stock for Q1 2026, up 105% quarter-over-quarter.
- 18 funds opened new Tilly's positions in Q1 2026 and 5 closed out, a net change of +13 holders.
- The largest Tilly's buyer in Q1 2026 was BML Capital Management, an estimated $4.34M added.
- The largest Tilly's seller in Q1 2026 was Long Focus Capital Management, an estimated $3.34M sold.
Based on aggregated 13F filings for Q1 2026.