We are live on ! Find out more
WSFS icon

WSFS Financial

293 hedge funds and large institutions have $2.8B invested in WSFS Financial in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $32K | Put options by funds: $5K

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

3% more funds holding

Funds holding: 285293 (+8)

2.22% more ownership

Funds ownership: 90.37%92.59% (+2.2%)

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$22.6M)

19% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 106

Holders
293
Holders Change
+8
Holders Change %
+2.81%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
86
Reduced
106
Closed
29
Calls
$32K
Puts
$5K
Net Calls
+$27K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMMA Investing
California
$105K +$13.8K +244 +14%
KBC Group
227
KBC Group
Belgium
$103K
PIS
228
POM Investment Strategies
North Carolina
$81.2K
TCOT
229
Trust Company of Toledo
Ohio
$80.9K
SA
230
Seneschal Advisors
Washington
$78.2K +$81.9K +1,450 New
PFBT
231
Parkside Financial Bank & Trust
Missouri
$77.4K -$113 -2 -0.1%
AAP
232
Arax Advisory Partners
Colorado
$70.2K +$72.9K +1,291 +12,910%
KFI
233
Key Financial Inc
Pennsylvania
$55.1K
SC
234
SouthState Corp
Florida
$53.9K
EWA
235
EverSource Wealth Advisors
Alabama
$50K -$2.54K -45 -5%
AF
236
Advisornet Financial
Minnesota
$46.4K
QL
237
Quarry LP
New York
$43.8K +$28.2K +500 +160%
VWA
238
VSM Wealth Advisory
Maryland
$40.4K
Ohio Public Employees Retirement System (OPERS)
239
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K +$1.19K +21 +3%
GRP
240
Global Retirement Partners
California
$37.9K -$621 -11 -2%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$36.2K +$37.8K +670 New
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$33K -$1.13K -20 -3%
CWM
243
Crowley Wealth Management
Delaware
$32.4K
FHC
244
First Horizon Corporation
Tennessee
$31.4K +$32.9K +583 New
Nomura Asset Management
245
Nomura Asset Management
Japan
$25.3K
Jones Financial Companies
246
Jones Financial Companies
Missouri
$23.9K +$18.5K +328 +312%
EP
247
Essential Partners
California
$23.2K +$24.1K +427 +10,675%
CAM
248
Costello Asset Management
Pennsylvania
$23.2K
PS
249
Principal Securities
Iowa
$19.5K
WANY
250
Wealthspire Advisors (New York)
New York
$17.3K +$18.1K +320 New

WSFS Hedge Fund Activity: Q3 2025 in Review

293 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2025, worth a combined $2.8B — down 0.8% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WSFS positions and 29 closed out — a net gain of 12 holders — while 86 added to existing stakes and 106 trimmed.

The largest buyer was Macquarie Group, adding an estimated $103M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $14.8M.

  • 293 institutional investors held WSFS Financial (WSFS) as of Q3 2025, up from 285 in Q2 2025.
  • Funds reported $2.8B of WSFS Financial stock for Q3 2025, down 0.8% quarter-over-quarter.
  • 41 funds opened new WSFS Financial positions in Q3 2025 and 29 closed out, a net change of +12 holders.
  • The largest WSFS Financial buyer in Q3 2025 was Macquarie Group, an estimated $103M added.
  • The largest WSFS Financial seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.