WSFS Financial
WSFS
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.
132% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 22
7% more funds holding
Funds holding: 293 → 314 (+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: 1 → 0 (-1)
Top Buyers
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$12.1M |
| 2 |
Goldman Sachs
New York
|
+$10.7M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$6.33M |
| 4 |
Two Sigma Investments
New York
|
+$5.32M |
| 5 |
Morgan Stanley
New York
|
+$5.24M |
Top Sellers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$206M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$64.4M |
| 3 |
JP Morgan Chase
New York
|
-$17.1M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$16.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
326
Dynamic Technology Lab
Singapore
| – | -$257K | -4,763 | Closed |
|
|
PA
327
PharVision Advisers
Boca Raton,
Florida
| – | -$231K | -4,276 | Closed |
|
|
ST
328
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$225K | -4,181 | Closed |
|
329
Squarepoint
New York
| – | -$221K | -4,106 | Closed |
|
|
CWM
330
Crowley Wealth Management
Wilmington,
Delaware
| – | -$32.4K | -600 | Closed |
|
|
PS
331
Principal Securities
Des Moines,
Iowa
| – | -$19.5K | -361 | Closed |
|
|
WANY
332
Wealthspire Advisors (New York)
New York
| – | -$17.3K | -320 | Closed |
|
|
ACM
333
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$6.36K | -118 | Closed |
|
|
HNB
334
Huntington National Bank
Columbus,
Ohio
| – | -$485 | -9 | Closed |
|
|
GFWA
335
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$320 | -6 | 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.