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WSFS Financial
WSFS

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: 285 → 293 (+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

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$103M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.35M
3
CB
Cooke & Bieler
Pennsylvania
+$7.8M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.62M
5
N
Numerai
California
+$5.98M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$14.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$12.8M
3
BlackRock
BlackRock
New York
-$12.4M
4
Franklin Resources
Franklin Resources
California
-$10M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
– -$501K -9,111 Closed
AA
302
ALPS Advisors
Colorado
– -$387K -7,035 Closed
I
303
InceptionR
California
– -$304K -5,529 Closed
EC
304
EntryPoint Capital
New York
– -$278K -5,050 Closed
GCM
305
Graham Capital Management
Connecticut
– -$266K -4,828 Closed
GC
306
Guggenheim Capital
Illinois
– -$257K -4,669 Closed
VF
307
Virtu Financial
New York
– -$236K -4,289 Closed
MML Investors Services
308
MML Investors Services
Massachusetts
– -$226K -4,101 Closed
VT
309
Vise Technologies
New York
– -$220K -4,008 Closed
JG
310
Jain Global
New York
– -$204K -3,700 Closed
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
– -$204K -3,700 Closed
BCM
312
Basswood Capital Management
New York
– -$94.1K -1,711 Closed
BIG
313
Brooklyn Investment Group
New York
– -$48.5K -881 Closed
CIAS
314
CBIZ Investment Advisory Services
Ohio
– -$15.9K -289 Closed
TPWA
315
Twin Peaks Wealth Advisors
California
– -$13.8K -249 Closed
C
316
Covestor
United Kingdom
– -$11.9K -211 -99%
MCM
317
MAI Capital Management
Ohio
– -$3.63K -66 Closed
TC
318
Truvestments Capital
Florida
– -$3.19K -58 Closed
TSMHT
319
Thurston Springer Miller Herd & Titak
Indiana
– -$2.81K -51 Closed
GWM
320
Geneos Wealth Management
Colorado
– -$1.65K -30 Closed
SPIA
321
Steward Partners Investment Advisory
New York
– -$1.1K -20 Closed
CCM
322
Cloud Capital Management
Washington
– +$452 +8 New
9 10 11 12
13

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.