TFS Financial is a banks - regional company in the financial services sector on NASDAQ, led by Marc A. Stefanski, with a market cap of $3.9B. As of Q3 2025, 11% of shares are held by 182 institutional investors, with VANGUARD GROUP INC as the largest holder at 1.82%.
Overview of institutional ownership in TFSL as of Q3 2025 with a market cap of $3.7B
Based on market cap of $3.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Institutions with the largest positions in TFSL as of Q3 2025
| Institution | Position Value |
|---|---|
VANGUARD GROUP INC Institution | $67.2M 0.00% of portfolio |
B BlackRock, Inc. Institution | $46.5M 0.00% of portfolio |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $41.6M 0.05% of portfolio |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | $37.8M 0.01% of portfolio |
LAKEWOOD CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short | $33.4M 2.53% of portfolio |
STATE STREET CORP Institution | $20.8M 0.00% of portfolio |
Bank of New York Mellon Corp Institution | $20.0M 0.00% of portfolio |
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager | $15.4M 0.99% of portfolio |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | $15.0M 0.00% of portfolio |
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution | $13.3M 0.02% of portfolio |
Institutional buying and selling activity for TFSL in Q3 2025
| Institution | Net Bought |
|---|---|
LAKEWOOD CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short | +$5.5M +420.0K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$2.5M +189.3K shares |
STATE STREET CORP Institution | +$2.5M +186.0K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.4M +182.8K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$2.1M +160.7K shares |
UBS Group AG Institution | +$1.7M +126.8K shares |
MORGAN STANLEY RIA/Wealth | +$1.6M +124.9K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | +$1.3M +96.9K shares |
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | +$1.2M +90.7K shares |
Quantinno Capital Management LP Hedge Fund•Market Neutral | +$941.1K +71.4K shares |
| Institution | Net Sold |
|---|---|
VANGUARD GROUP INC Institution | −$1.0M −79.4K shares |
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | −$1.0M −76.4K shares |
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager | −$630.0K −47.8K shares |
Engineers Gate Manager LP Hedge Fund•Quant | −$517.3K −39.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$500.8K −38.0K shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | −$422.4K −32.1K shares |
N Nuveen, LLC Institution | −$413.5K −31.4K shares |
BARCLAYS PLC Institution | −$377.2K −28.6K shares |
B BlackRock, Inc. Institution | −$368.3K −28.0K shares |
Q Qube Research & Technologies Ltd Institution | −$339.3K −26.2K shares |
Institutions that initiated new positions or completely exited TFSL in Q3 2025
| Institution | Position Value |
|---|---|
I Ilex Capital Partners LLP Institution | $298.5K 22.7K shares |
Longboard Asset Management, LP Long Only Manager | $229.0K 17.4K shares |
C CAPROCK Group, Inc. Fund of Funds | $211.8K 15.1K shares |
A Amundi Institution | $137.9K 10.1K shares |
Rockefeller Capital Management L.P. Long Only Manager | $15.9K 1.2K shares |
R Root Financial Partners, LLC RIA/Wealth | $5.2K 391.0 shares |
M Marquette Asset Management Inc. Institution | $2.3K 176.0 shares |
Private Wealth Management Group, LLC RIA/Wealth | $620.0 47.0 shares |
U UMA Financial Services, Inc. RIA/Wealth | $501.0 38.0 shares |
Sontag Advisory, LLC RIA/Wealth | $487.0 37.0 shares |
| Institution | Previous Position |
|---|---|
Engineers Gate Manager LP Hedge Fund•Quant | $517.3K 39.9K shares |
Q Qube Research & Technologies Ltd Institution | $339.3K 26.2K shares |
Quantbot Technologies LLC Hedge Fund•Quant | $238.0K 18.4K shares |
National Asset Management, Inc. RIA/Wealth | $231.4K 17.9K shares |
P PharVision Advisers, LLC Hedge Fund•Long/Short | $203.9K 15.7K shares |
Kestra Advisory Services, LLC RIA/Wealth | $148.7K 11.5K shares |
S SHERBROOKE PARK ADVISERS LLC Hedge Fund•Quant | $139.9K 10.8K shares |
H HRT FINANCIAL LLC Institution | $133.8K 10.3K shares |
M&T BANK CORP Institution | $131.5K 10.1K shares |
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy | $129.5K 10.0K shares |
Institutions with the largest Call and Put options positions in TFSL as of Q3 2025
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $479.8K 364.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $167.3K 127.0 contracts |
J JANE STREET GROUP, LLC Institution | $147.6K 112.0 contracts |
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Institutions with TFSL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
LAKEWOOD CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short | 2.53% $33.4M |
Sage Investment Counsel LLC RIA/Wealth | 1.70% $1.5M |
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager | 0.99% $15.4M |
Longboard Asset Management, LP Long Only Manager | 0.37% $229.0K |
E EQUITEC PROPRIETARY MARKETS, LLC Institution | 0.36% $60.3K |
Vision Capital Management, Inc. RIA/Wealth | 0.15% $1.2M |
C Covestor Ltd Institution | 0.14% $253.5K |
P PARK CIRCLE Co Institution | 0.11% $130.5K |
H Harbor Advisors LLC Family Office | 0.09% $556.8K |
Maridea Wealth Management LLC RIA/Wealth | 0.08% $514.5K |
Discover hedge funds investing in TFSL

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $39.0M | 2.54% | |
ETF ETF | $6.5M | 0.42% | |
ETF ETF | $6.5M | 0.42% |
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