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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
Comerica Bank
76
Comerica Bank
Texas
$1.93M -$899K -16,700 -31%
Voloridge Investment Management
77
Voloridge Investment Management
Florida
$1.92M -$182K -3,372 -8%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$1.87M -$20.2K -375 -1%
Mirae Asset Global ETFs Holdings
79
Mirae Asset Global ETFs Holdings
Hong Kong
$1.81M +$63.3K +1,176 +3%
GCM
80
Graham Capital Management
Connecticut
$1.76M +$777K +14,431 +74%
MIM
81
MetLife Investment Management
New Jersey
$1.75M -$98.2K -1,824 -5%
CIM
82
Corbyn Investment Management
Maryland
$1.75M +$1.08K +20 +0.1%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$1.69M -$52.7K -978 -3%
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$1.65M -$19.1K -355 -1%
IIM
85
INTECH Investment Management
Florida
$1.64M +$304K +5,649 +22%
AAS
86
Avantax Advisory Services
Texas
$1.63M -$13.7K -254 -0.8%
CF
87
Corebridge Financial
Texas
$1.59M -$49.1K -912 -3%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$1.48M – – –
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$1.46M – – –
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$1.45M +$133K +2,475 +10%
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$1.43M -$48.5K -900 -3%
PAG
92
Private Advisor Group
New Jersey
$1.34M -$24.9K -462 -2%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$1.26M -$16.2K -300 -1%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$1.2M +$35.8K +665 +3%
YCM
95
Yousif Capital Management
Michigan
$1.12M -$36.7K -682 -3%
Victory Capital Management
96
Victory Capital Management
Texas
$1.11M -$323 -6 -0%
LPL Financial
97
LPL Financial
California
$1.11M +$14.1K +261 +1%
SM
98
Salzhauer Michael
$1.11M – – –
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M – – –
SSA
100
Schonfeld Strategic Advisors
New York
$1.05M +$1.09M +20,308 New
2 3
4
5 6

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.