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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$22.4M -$1.1M -20,123 -5%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$21.2M -$1.01M -18,517 -5%
Boston Partners
28
Boston Partners
Massachusetts
$18.9M -$546K -9,986 -3%
Principal Financial Group
29
Principal Financial Group
Iowa
$14.4M -$526K -9,612 -4%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$13.5M +$656K +11,980 +5%
Millennium Management
31
Millennium Management
New York
$13M -$7.93M -144,918 -38%
Fisher Asset Management
32
Fisher Asset Management
Washington
$12.6M +$5.03K +92 +0%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$12.3M +$12.1M +222,041 New
UBS Group
34
UBS Group
Switzerland
$11.9M +$2.8M +51,234 +31%
Wells Fargo
35
Wells Fargo
California
$10.6M +$743K +13,582 +8%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.5M -$1.59M -29,020 -13%
N
37
Nuveen
North Carolina
$9.85M -$344K -6,279 -3%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$9.82M +$74.3K +1,357 +0.8%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$9.76M +$4.79M +87,505 +98%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$9.54M -$685K -12,510 -7%
EARNEST Partners
41
EARNEST Partners
Georgia
$8.71M -$617K -11,268 -7%
AQR Capital Management
42
AQR Capital Management
Connecticut
$8.61M +$3.79M +69,329 +80%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$8.47M +$4.19M +76,524 +100%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$8.36M -$712K -13,005 -8%
ClearBridge Investments
45
ClearBridge Investments
New York
$8.16M -$596K -10,897 -7%
Jane Street
46
Jane Street
New York
$8.15M +$819K +14,971 +11%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$7.86M -$142K -2,592 -2%
Legal & General Group
48
Legal & General Group
United Kingdom
$7.77M -$376K -6,870 -5%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$7.57M +$6.33M +115,742 +541%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$7.23M -$3.08M -56,351 -30%

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.