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WSFS Financial
WSFS

263 hedge funds and large institutions have $2.76B invested in WSFS Financial in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

5% more funds holding

Funds holding: 250 → 263 (+13)

0.42% less ownership

Funds ownership: 91.42% → 91% (-0.42%)

3% less capital invested

Capital invested by funds: $2.86B → $2.76B (-$96.9M)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

Holders
263
Holders Change
+13
Holders Change %
+5.2%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
83
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$18.5M
2
BCM
Basswood Capital Management
New York
+$13.4M
3
Macquarie Group
Macquarie Group
Australia
+$12.2M
4
CB
Cooke & Bieler
Pennsylvania
+$5.9M
5
Jane Street
Jane Street
New York
+$5.39M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$20M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$13.5M
3
Goldman Sachs
Goldman Sachs
New York
-$12.7M
4
State Street
State Street
Massachusetts
-$11.2M
5
BlackRock
BlackRock
New York
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$5.94M +$4.4M +81,717 +250%
Swiss National Bank
52
Swiss National Bank
Switzerland
$5.92M -$129K -2,400 -2%
CIC
53
Crawford Investment Counsel
Georgia
$5.89M -$26.9K -500 -0.4%
Citigroup
54
Citigroup
New York
$5.81M -$140K -2,601 -2%
First Trust Advisors
55
First Trust Advisors
Illinois
$5.54M -$405K -7,518 -7%
UBS Group
56
UBS Group
Switzerland
$5.39M +$1.06M +19,676 +23%
BCM
57
Bridgeway Capital Management
Texas
$4.97M -$1.88M -35,000 -27%
Barclays
58
Barclays
United Kingdom
$4.75M -$1.7M -31,526 -26%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$4.69M -$189K -3,510 -4%
Millennium Management
60
Millennium Management
New York
$3.77M +$2.73M +50,717 +230%
Deutsche Bank
61
Deutsche Bank
Germany
$3.47M +$815K +15,133 +29%
SEI Investments
62
SEI Investments
Pennsylvania
$3.46M +$553K +10,271 +18%
Universal-Beteiligungs- und Servicegesellschaft
63
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.29M +$3.42M +63,428 New
WSFS
64
Wilmington Savings Fund Society
Delaware
$3.29M +$228K +4,235 +7%
Canada Life
65
Canada Life
Manitoba, Canada
$3.14M -$283K -5,260 -8%
Prudential Financial
66
Prudential Financial
New Jersey
$2.99M -$123K -2,280 -4%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$2.83M -$44.3K -823 -1%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$2.78M +$96.4K +1,791 +3%
HFS
69
Hantz Financial Services
Michigan
$2.65M -$35.8K -664 -1%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$2.37M -$131K -2,440 -5%
Pathstone Holdings
71
Pathstone Holdings
New Jersey
$2.32M +$174K +3,226 +8%
SCP
72
Siena Capital Partners
Illinois
$2.27M – – –
Rafferty Asset Management
73
Rafferty Asset Management
New York
$2.25M -$450K -8,361 -16%
ACB
74
Aristotle Capital Boston
Massachusetts
$2.06M -$1.07M -19,816 -33%
WCM
75
Wedge Capital Management
North Carolina
$2.06M -$1.5M -27,912 -41%
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WSFS Hedge Fund Activity: Q1 2025 in Review

263 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2025, worth a combined $2.76B — down 3.4% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WSFS positions and 18 closed out — a net gain of 14 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $18.5M. The largest seller was Vanguard Group, cutting an estimated $20M.

  • 263 institutional investors held WSFS Financial (WSFS) as of Q1 2025, up from 250 in Q4 2024.
  • Funds reported $2.76B of WSFS Financial stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 32 funds opened new WSFS Financial positions in Q1 2025 and 18 closed out, a net change of +14 holders.
  • The largest WSFS Financial buyer in Q1 2025 was Boston Partners, an estimated $18.5M added.
  • The largest WSFS Financial seller in Q1 2025 was Vanguard Group, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2025.