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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
EP
251
Essential Partners
California
$38.3K +$14.4K +263 +61%
TM
252
Torren Management
California
$35.1K +$34.7K +635 New
NA
253
NewEdge Advisors
Louisiana
$33.5K +$33.2K +606 New
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$30.5K -$6.51K -119 -18%
Nomura Asset Management
255
Nomura Asset Management
Japan
$26K
Jones Financial Companies
256
Jones Financial Companies
Missouri
$24.1K +$164 +3 +0.7%
KAS
257
Kemnay Advisory Services
New York
$24K +$23.8K +435 New
CAM
258
Costello Asset Management
Pennsylvania
$23.8K
IA
259
IFP Advisors
Florida
$22.6K +$14.4K +264 +181%
SL
260
Salomon & Ludwin
Virginia
$20.4K +$16.8K +307 +579%
Bessemer Group
261
Bessemer Group
New Jersey
$20K -$1.12M -20,551 -98%
C
262
Covestor
United Kingdom
$20K +$20.1K +367 +12,233%
HCA
263
Harbor Capital Advisors
Illinois
$17K -$274 -5 -2%
VCM
264
Versant Capital Management
Arizona
$15.5K
UB
265
UMB Bank
Missouri
$14.1K +$985 +18 +8%
PA
266
Parallel Advisors
California
$13.9K
AF
267
Allworth Financial
California
$13.9K +$8.21K +150 +149%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$13.3K -$492 -9 -4%
RFP
269
Root Financial Partners
California
$12.4K +$2.52K +46 +26%
RIL
270
Rothschild Investment LLC
Illinois
$11K +$4.82K +88 +79%
PWMG
271
Private Wealth Management Group
New Jersey
$6.35K
BBHC
272
Brown Brothers Harriman & Co
New York
$6.24K +$6.18K +113 New
PTC
273
Private Trust Company
Ohio
$6.02K
BFS
274
Bare Financial Services
Pennsylvania
$5.86K +$876 +16 +18%
DB
275
Danske Bank
Denmark
$5.52K

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.