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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
SIC
251
SJS Investment Consulting
Ohio
$727 +$162 +3 +27%
DPW
252
DiNuzzo Private Wealth
Pennsylvania
$623 – – –
BGAI
253
Bruce G. Allen Investments
Colorado
$571 +$592 +11 New
AAP
254
Arax Advisory Partners
Colorado
$519 -$10.4K -194 -95%
GFPC
255
Global Financial Private Client
Florida
$519 +$323 +6 +150%
HFS
256
Hughes Financial Services
Virginia
$469 +$485 +9 New
HNB
257
Huntington National Bank
Ohio
$467 -$4.58K -85 -90%
AWM
258
Abound Wealth Management
Tennessee
$208 +$215 +4 New
BHWM
259
Bay Harbor Wealth Management
Maryland
$155 +$162 +3 New
PWM
260
Parkworth Wealth Management
California
$104 – – –
HIA
261
HFM Investment Advisors
New Jersey
$104 +$108 +2 New
MCM
262
Manchester Capital Management
Vermont
$52 – – –
TFM
263
TFC Financial Management
Massachusetts
$52 – – –
Assenagon Asset Management
264
Assenagon Asset Management
Luxembourg
– -$13.5M -254,616 Closed
EGM
265
Engineers Gate Manager
New York
– -$1.71M -32,124 Closed
Canada Pension Plan Investment Board
266
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.41M -26,600 Closed
I
267
InceptionR
California
– -$765K -14,404 Closed
FHB
268
First Hawaiian Bank
Hawaii
– -$557K -10,480 Closed
Holocene Advisors
269
Holocene Advisors
New York
– -$556K -10,471 Closed
NSAM
270
North Star Asset Management
Wisconsin
– -$257K -4,828 Closed
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
– -$242K -4,558 Closed
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
– -$213K -4,016 Closed
CGH
273
Crossmark Global Holdings
Texas
– -$207K -3,904 Closed
NAAA
274
New Age Alpha Advisors
New York
– -$149K -2,796 Closed
ACM
275
Aster Capital Management
United Arab Emirates
– -$8.71K -164 Closed
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.