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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
Aberdeen Group
26
Aberdeen Group
United Kingdom
$21.7M -$2.21M -39,207 -9%
Millennium Management
27
Millennium Management
New York
$20.6M +$3.94M +69,741 +22%
Boston Partners
28
Boston Partners
Massachusetts
$18.9M +$24.3K +431 +0.1%
Goldman Sachs
29
Goldman Sachs
New York
$14.8M +$399K +7,069 +3%
Principal Financial Group
30
Principal Financial Group
Iowa
$14.6M -$3.35M -59,402 -18%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$12.5M
Fisher Asset Management
32
Fisher Asset Management
Washington
$12.3M -$117K -2,067 -0.9%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.8M +$1.39M +24,691 +13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$10.1M -$923K -16,355 -8%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$9.99M -$481K -8,514 -4%
N
36
Nuveen
North Carolina
$9.95M -$501K -8,873 -5%
Wells Fargo
37
Wells Fargo
California
$9.6M -$133K -2,353 -1%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$9.47M -$2.14M -37,836 -18%
EARNEST Partners
39
EARNEST Partners
Georgia
$9.11M -$832K -14,733 -8%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$8.87M -$232K -4,101 -2%
UBS Group
41
UBS Group
Switzerland
$8.82M +$1.34M +23,678 +17%
ClearBridge Investments
42
ClearBridge Investments
New York
$8.55M +$196K +3,472 +2%
Citadel Advisors
43
Citadel Advisors
Florida
$8.26M +$8.35M +147,856 +2,749%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.95M -$503K -8,908 -6%
EP
45
Edgestream Partners
New Jersey
$7.85M -$854K -15,121 -9%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$7.81M
Renaissance Technologies
47
Renaissance Technologies
New York
$7.42M -$5.36M -94,878 -41%
Jane Street
48
Jane Street
New York
$7.15M -$1.45M -25,674 -16%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$6.81M -$240K -4,242 -3%
Ameriprise
50
Ameriprise
Minnesota
$6.15M -$498K -8,819 -7%

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.