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WSFS Financial
WSFS

263 hedge funds and large institutions have $2.76B invested in WSFS Financial in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

5% more funds holding

Funds holding: 250 → 263 (+13)

0.42% less ownership

Funds ownership: 91.42% → 91% (-0.42%)

3% less capital invested

Capital invested by funds: $2.86B → $2.76B (-$96.9M)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

Holders
263
Holders Change
+13
Holders Change %
+5.2%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
83
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$18.5M
2
BCM
Basswood Capital Management
New York
+$13.4M
3
Macquarie Group
Macquarie Group
Australia
+$12.2M
4
CB
Cooke & Bieler
Pennsylvania
+$5.9M
5
Jane Street
Jane Street
New York
+$5.39M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$20M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$13.5M
3
Goldman Sachs
Goldman Sachs
New York
-$12.7M
4
State Street
State Street
Massachusetts
-$11.2M
5
BlackRock
BlackRock
New York
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$5.97K – – –
RIL
227
Rothschild Investment LLC
Illinois
$5.71K +$2.69K +50 +83%
CIAS
228
CBIZ Investment Advisory Services
Ohio
$5.6K – – –
DB
229
Danske Bank
Denmark
$5.19K – – –
QCG
230
Quadrant Capital Group
Ohio
$4.67K – – –
PTC
231
Private Trust Company
Ohio
$4.67K – – –
GWM
232
Geneos Wealth Management
Colorado
$4.67K +$3.72K +69 +329%
WA
233
WPG Advisers
Maryland
$4.15K +$1.19K +22 +38%
LC
234
Lindbrook Capital
California
$4.05K – – –
Jones Financial Companies
235
Jones Financial Companies
Missouri
$3.88K – – –
TC
236
Truvestments Capital
Florida
$3.01K – – –
HI
237
Harbour Investments
Wisconsin
$2.65K – – –
TSMHT
238
Thurston Springer Miller Herd & Titak
Indiana
$2.65K +$2.75K +51 New
MCM
239
MAI Capital Management
Ohio
$2.59K – – –
JWA
240
JFS Wealth Advisors
Pennsylvania
$2.54K +$485 +9 +23%
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.97K -$269 -5 -12%
BIG
242
Brooklyn Investment Group
New York
$1.92K +$1.51K +28 +311%
NEWAS
243
N.E.W. Advisory Services
Wisconsin
$1.87K +$1.94K +36 New
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$1.71K – – –
TWD
245
True Wealth Design
Ohio
$1.5K +$1.56K +29 New
BFS
246
Bare Financial Services
Pennsylvania
$1.45K +$1.51K +28 New
LFG
247
Larson Financial Group
Missouri
$1.19K +$754 +14 +156%
SC
248
Stephens Consulting
Michigan
$1.04K +$1.08K +20 New
HCP
249
Hexagon Capital Partners
Arkansas
$882 – – –
AssetMark Inc
250
AssetMark Inc
California
$830 – – –
8 9
10
11 12

WSFS Hedge Fund Activity: Q1 2025 in Review

263 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2025, worth a combined $2.76B — down 3.4% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WSFS positions and 18 closed out — a net gain of 14 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $18.5M. The largest seller was Vanguard Group, cutting an estimated $20M.

  • 263 institutional investors held WSFS Financial (WSFS) as of Q1 2025, up from 250 in Q4 2024.
  • Funds reported $2.76B of WSFS Financial stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 32 funds opened new WSFS Financial positions in Q1 2025 and 18 closed out, a net change of +14 holders.
  • The largest WSFS Financial buyer in Q1 2025 was Boston Partners, an estimated $18.5M added.
  • The largest WSFS Financial seller in Q1 2025 was Vanguard Group, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2025.