We are live on ! Find out more
WSFS icon

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
SEI Investments
51
SEI Investments
Pennsylvania
$6.68M +$2.1M +38,415 +47%
UBS AM
52
UBS AM
Illinois
$6.45M +$730K +13,349 +13%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$6.34M -$632K -11,549 -9%
CIC
54
Crawford Investment Counsel
Georgia
$6.27M +$164K +3,000 +3%
Swiss National Bank
55
Swiss National Bank
Switzerland
$6.08M
Ameriprise
56
Ameriprise
Minnesota
$5.97M -$329K -6,012 -5%
Barclays
57
Barclays
United Kingdom
$5.79M +$1.14M +20,825 +25%
Two Sigma Investments
58
Two Sigma Investments
New York
$5.77M +$5.32M +97,159 +1,340%
First Trust Advisors
59
First Trust Advisors
Illinois
$5.02M +$160K +2,915 +3%
N
60
Numerai
California
$4.81M -$1.03M -18,794 -18%
Prudential Financial
61
Prudential Financial
New Jersey
$4.7M -$263K -4,811 -5%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$4.48M -$164K -3,000 -4%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$4.44M +$4.36M +79,725 +12,985%
GLA
64
Great Lakes Advisors
Illinois
$4.37M -$880K -16,081 -17%
WSFS
65
Wilmington Savings Fund Society
Delaware
$4.35M -$600K -10,972 -12%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$4.12M +$3.16M +57,689 +343%
BCM
67
Bridgeway Capital Management
Texas
$3.81M -$859K -15,700 -19%
Universal-Beteiligungs- und Servicegesellschaft
68
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.78M +$10.8K +198 +0.3%
A
69
AlphaQuest
New York
$3.27M -$223K -4,069 -6%
EP
70
Edgestream Partners
New Jersey
$3.23M -$4.76M -87,011 -60%
ECM
71
ExodusPoint Capital Management
New York
$3.15M +$252K +4,604 +9%
Citadel Advisors
72
Citadel Advisors
Florida
$3.14M -$5.27M -96,339 -63%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.93M -$96.1K -1,756 -3%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$2.8M +$2.54M +46,500 +1,093%
Citigroup
75
Citigroup
New York
$2.79M -$443K -8,087 -14%

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.