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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
Optiver Holding
276
Optiver Holding
Netherlands
$5.25K -$8.97K -164 -63%
QL
277
Quarry LP
New York
$4.64K -$39.9K -729 -90%
AAP
278
Arax Advisory Partners
Colorado
$4.31K -$66.9K -1,223 -94%
WA
279
WPG Advisers
Maryland
$3.48K +$55 +1 +2%
SIS
280
Sound Income Strategies
Florida
$3.41K +$3.28K +60 New
MCM
281
MAI Capital Management
Ohio
$2.98K +$2.96K +54 New
HI
282
Harbour Investments
Wisconsin
$2.85K +$55 +1 +2%
JWA
283
JFS Wealth Advisors
Pennsylvania
$2.38K +$930 +17 +65%
NEWAS
284
N.E.W. Advisory Services
Wisconsin
$1.99K
TWD
285
True Wealth Design
Ohio
$1.99K +$438 +8 +29%
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.93K -$164 -3 -8%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$1.82K
QCG
288
Quadrant Capital Group
Ohio
$1.71K
KFAS
289
Keating Financial Advisory Services
Kansas
$1.66K +$1.64K +30 New
BWA
290
Basecamp Wealth Advisors
Washington
$1.49K +$1.48K +27 New
IAIM
291
International Assets Investment Management
Florida
$1.49K +$1.48K +27 New
RWM
292
Rialto Wealth Management
New York
$1.27K +$164 +3 +15%
AGWCA
293
Annis Gardner Whiting Capital Advisors
Florida
$1.22K +$657 +12 +120%
FFO
294
Fortitude Family Office
Arizona
$1.22K +$274 +5 +29%
TF
295
Tompkins Financial
New York
$1.22K +$1.2K +22 New
BFG
296
Brandywine Financial Group
Tennessee
$1.16K +$1.15K +21 New
CIAS
297
CBIZ Investment Advisory Services
Ohio
$901 +$876 +16 New
DPW
298
DiNuzzo Private Wealth
Pennsylvania
$663
BGAI
299
Bruce G. Allen Investments
Colorado
$663 +$55 +1 +9%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$663 +$657 +12 New

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.