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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
HCA
251
Harbor Capital Advisors
Illinois
$17K +$113 +2 +0.6%
CA
252
Clearstead Advisors
Ohio
$15.7K -$18.3K -324 -53%
VCM
253
Versant Capital Management
Arizona
$15.1K
Optiver Holding
254
Optiver Holding
Netherlands
$14K +$6.32K +112 +76%
PA
255
Parallel Advisors
California
$13.5K
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$13.5K +$2.88K +51 +26%
UB
257
UMB Bank
Missouri
$12.8K +$2.37K +42 +21%
RFP
258
Root Financial Partners
California
$9.6K +$10.1K +178 New
IA
259
IFP Advisors
Florida
$7.87K +$1.02K +18 +14%
HWM
260
Hemington Wealth Management
Virginia
$7K +$282 +5 +4%
ACM
261
Aster Capital Management
United Arab Emirates
$6.36K +$6.66K +118 New
PWMG
262
Private Wealth Management Group
New Jersey
$6.2K
RIL
263
Rothschild Investment LLC
Illinois
$6.04K -$1.02K -18 -14%
PTC
264
Private Trust Company
Ohio
$5.88K +$1.07K +19 +21%
AF
265
Allworth Financial
California
$5.45K +$5.7K +101 New
DB
266
Danske Bank
Denmark
$5.39K
BFS
267
Bare Financial Services
Pennsylvania
$4.85K
WA
268
WPG Advisers
Maryland
$3.34K -$903 -16 -21%
SL
269
Salomon & Ludwin
Virginia
$2.86K +$2.99K +53 New
HI
270
Harbour Investments
Wisconsin
$2.77K
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$2.05K
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$1.94K
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$1.78K
QCG
274
Quadrant Capital Group
Ohio
$1.67K +$1.75K +31 New
TWD
275
True Wealth Design
Ohio
$1.51K

WSFS Hedge Fund Activity: Q3 2025 in Review

293 of the 7,619 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.