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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
FHA
301
Flagship Harbor Advisors
Massachusetts
$499 +$492 +9 New
SIC
302
SJS Investment Consulting
Ohio
$498 +$55 +1 +13%
LFG
303
Larson Financial Group
Missouri
$497 +$274 +5 +125%
NSIM
304
North Star Investment Management
Illinois
$497 +$492 +9 New
OC
305
Optima Capital
Oregon
$497 +$492 +9 New
AW
306
Ankerstar Wealth
Texas
$387 +$383 +7 New
BHWM
307
Bay Harbor Wealth Management
Maryland
$331 +$109 +2 +50%
HIA
308
HFM Investment Advisors
New Jersey
$277
AWM
309
Abound Wealth Management
Tennessee
$221
TPCW
310
TD Private Client Wealth
New York
$221 +$219 +4 New
DF
311
Dunhill Financial
United Kingdom
$63 +$55 +1 New
MCM
312
Manchester Capital Management
Vermont
$56
TFM
313
TFC Financial Management
Massachusetts
$56
GWM
314
Gilpin Wealth Management
Colorado
$56 +$55 +1 New
Macquarie Group
315
Macquarie Group
Australia
-$206M -3,789,431 Closed
CIP
316
Champlain Investment Partners
Vermont
-$64.4M -1,194,893 Closed
HF
317
HRT Financial
New York
-$1.27M -23,501 Closed
DT
318
Diversified Trust
Tennessee
-$729K -13,520 Closed
HC
319
Henshaw Capital
Massachusetts
-$573K -10,622 Closed
VI
320
Vestcor Inc
New Brunswick, Canada
-$407K -7,553 Closed
IFU
321
iSAM Funds (UK)
United Kingdom
-$332K -6,165 Closed
GCP
322
GSA Capital Partners
United Kingdom
-$325K -6,026 Closed
SA
323
Sanctuary Advisors
Indiana
-$301K -5,579 Closed
State of Wisconsin Investment Board
324
State of Wisconsin Investment Board
Wisconsin
-$295K -5,478 Closed
BAM
325
Blueshift Asset Management
New Jersey
-$279K -5,177 Closed

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.