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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
JWA
276
JFS Wealth Advisors
Pennsylvania
$1.4K
RWM
277
Rialto Wealth Management
New York
$1.08K +$56 +1 +5%
FFO
278
Fortitude Family Office
Arizona
$917
AssetMark Inc
279
AssetMark Inc
California
$863
DPW
280
DiNuzzo Private Wealth
Pennsylvania
$700
BGAI
281
Bruce G. Allen Investments
Colorado
$593
AGWCA
282
Annis Gardner Whiting Capital Advisors
Florida
$540 -$9.94K -176 -95%
HNB
283
Huntington National Bank
Ohio
$485
SIC
284
SJS Investment Consulting
Ohio
$432
GFWA
285
Grey Fox Wealth Advisors
Delaware
$320 +$339 +6 New
HIA
286
HFM Investment Advisors
New Jersey
$270 -$56 -1 -17%
LFG
287
Larson Financial Group
Missouri
$216 -$339 -6 -60%
AWM
288
Abound Wealth Management
Tennessee
$216
BHWM
289
Bay Harbor Wealth Management
Maryland
$215 +$56 +1 +33%
MCM
290
Manchester Capital Management
Vermont
$54
TFM
291
TFC Financial Management
Massachusetts
$54
Norges Bank
292
Norges Bank
Norway
-$36.9M -670,177 Closed
Axa
293
Axa
France
-$4.72M -85,734 Closed
WG
294
Winton Group
United Kingdom
-$4.43M -80,460 Closed
SCP
295
Siena Capital Partners
Illinois
-$2.47M -43,819 Closed
HSBC Holdings
296
HSBC Holdings
United Kingdom
-$1.46M -26,371 Closed
XT
297
XTX Topco
Cayman Islands
-$1.39M -25,202 Closed
TC
298
TwinBeech Capital
New York
-$821K -14,929 Closed
BPC
299
Bryce Point Capital
New York
-$698K -12,692 Closed
RAM
300
Readystate Asset Management
Illinois
-$613K -11,145 Closed

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.