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WSFS Financial

314 hedge funds and large institutions have $2.69B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

7% more funds holding

Funds holding: 293314 (+21)

4% less capital invested

Capital invested by funds: $2.8B → $2.69B (-$114M)

3.69% less ownership

Funds ownership: 92.59%88.89% (-3.7%)

15% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 115

90% less call options, than puts

Call options by funds: $22K | Put options by funds: $215K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
98
Reduced
115
Closed
22
Calls
$22K
Puts
$215K
Net Calls
-$193K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$176K +$174K +3,178 +19,863%
BBPWM
227
Blue Bell Private Wealth Management
Pennsylvania
$167K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$165K -$6.68K -122 -4%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$159K +$3.45K +63 +2%
Osaic Holdings
230
Osaic Holdings
Arizona
$148K -$64.8K -1,184 -31%
LSV Asset Management
231
LSV Asset Management
Illinois
$133K
GI
232
GAMMA Investing
California
$110K +$3.06K +56 +3%
CIAM
233
Caitong International Asset Management
Hong Kong
$106K +$105K +1,924 New
ACM
234
Aquatic Capital Management
Illinois
$106K -$368K -6,727 -78%
KBC Group
235
KBC Group
Belgium
$106K
GRP
236
Global Retirement Partners
California
$103K +$63.8K +1,166 +166%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$88.3K +$8.92K +163 +11%
PIS
238
POM Investment Strategies
North Carolina
$83.2K
TCOT
239
Trust Company of Toledo
Ohio
$82.9K
SA
240
Seneschal Advisors
Washington
$80.1K
TRCT
241
Tower Research Capital (TRC)
New York
$73.9K -$84.9K -1,551 -54%
NAAA
242
New Age Alpha Advisors
New York
$73.7K +$73K +1,335 New
EWA
243
EverSource Wealth Advisors
Alabama
$63.4K +$12.1K +221 +24%
SC
244
SouthState Corp
Florida
$55.2K
AF
245
Advisornet Financial
Minnesota
$50.6K +$3.06K +56 +7%
KFI
246
Key Financial Inc
Pennsylvania
$47K -$9.79K -179 -17%
FHC
247
First Horizon Corporation
Tennessee
$45.1K +$12.8K +234 +40%
CA
248
Clearstead Advisors
Ohio
$43.1K +$26.8K +489 +167%
Ohio Public Employees Retirement System (OPERS)
249
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.7K +$657 +12 +2%
VWA
250
VSM Wealth Advisory
Maryland
$41.4K

WSFS Hedge Fund Activity: Q4 2025 in Review

314 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2025, worth a combined $2.69B — down 4.1% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WSFS positions and 22 closed out — a net gain of 29 holders — while 98 added to existing stakes and 115 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Macquarie Group, exiting entirely with an estimated $206M sold.

  • 314 institutional investors held WSFS Financial (WSFS) as of Q4 2025, up from 293 in Q3 2025.
  • Funds reported $2.69B of WSFS Financial stock for Q4 2025, down 4.1% quarter-over-quarter.
  • 51 funds opened new WSFS Financial positions in Q4 2025 and 22 closed out, a net change of +29 holders.
  • The largest WSFS Financial buyer in Q4 2025 was Point72 Asset Management, an estimated $12.1M added.
  • The largest WSFS Financial seller in Q4 2025 was Macquarie Group, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2025.