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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
CIC
51
Crawford Investment Counsel
Georgia
$5.96M -$124K -2,200 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$5.93M -$102K -1,800 -2%
N
53
Numerai
California
$5.71M +$5.98M +105,941 New
UBS AM
54
UBS AM
Illinois
$5.58M -$3.45M -61,139 -37%
GLA
55
Great Lakes Advisors
Illinois
$5.13M -$3.27M -57,845 -38%
AIM
56
AXA Investment Managers
France
$4.85M +$5.08M +89,899 New
WSFS
57
Wilmington Savings Fund Society
Delaware
$4.84M +$1.61M +28,471 +47%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$4.81M +$5.03M +89,123 New
Prudential Financial
59
Prudential Financial
New Jersey
$4.8M +$1.68M +29,755 +50%
First Trust Advisors
60
First Trust Advisors
Illinois
$4.75M -$746K -13,219 -13%
AQR Capital Management
61
AQR Capital Management
Connecticut
$4.66M +$3.99M +70,606 +445%
BCM
62
Bridgeway Capital Management
Texas
$4.57M -$621K -11,000 -11%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$4.53M -$176K -3,120 -4%
Barclays
64
Barclays
United Kingdom
$4.53M -$2.64M -46,840 -36%
SEI Investments
65
SEI Investments
Pennsylvania
$4.45M -$40.1K -710 -0.9%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$4.14M +$1.05M +18,567 +32%
CSS
67
Cubist Systematic Strategies
Connecticut
$4.11M +$4.3M +76,233 New
SM
68
Salzhauer Michael
$3.74M
Universal-Beteiligungs- und Servicegesellschaft
69
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.68M +$253K +4,480 +7%
A
70
AlphaQuest
New York
$3.41M +$3.29M +58,310 +1,163%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$3.38M +$418K +7,395 +13%
Citigroup
72
Citigroup
New York
$3.16M -$1.94M -34,310 -37%
Canada Life
73
Canada Life
Manitoba, Canada
$3.1M +$38.8K +687 +1%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.95M +$169 +3 +0%
ECM
75
ExodusPoint Capital Management
New York
$2.83M +$2.96M +52,409 New

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.