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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
LPL Financial
101
LPL Financial
California
$1.21M -$11.5K -204 -0.9%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.19M -$12.9K -228 -1%
QT
103
Quantbot Technologies
New York
$1.17M +$1.22M +21,667 New
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$1.15M +$1.21M +21,382 New
Bessemer Group
105
Bessemer Group
New Jersey
$1.13M +$4.91K +87 +0.4%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$1.12M +$198K +3,502 +20%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$1.11M +$1.16M +20,584 New
BMCM
108
Bryn Mawr Capital Management
Pennsylvania
$1.05M +$1.1M +19,494 New
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$1.04M +$212K +3,747 +24%
Victory Capital Management
110
Victory Capital Management
Texas
$969K +$140K +2,483 +16%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$946K +$438K +7,751 +79%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$938K -$1.64K -29 -0.2%
YCM
113
Yousif Capital Management
Michigan
$933K -$219K -3,886 -18%
CCIA
114
Campbell & Co Investment Adviser
Maryland
$920K +$115K +2,041 +14%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$908K +$173K +3,061 +22%
ASRS
116
Arizona State Retirement System
Arizona
$905K -$16.6K -294 -2%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$882K -$171K -3,036 -16%
AB
118
Amalgamated Bank
New York
$869K -$6.83K -121 -0.7%
PFSRSONJ
119
Police & Firemen's Retirement System of New Jersey
New Jersey
$866K +$161K +2,848 +22%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$847K
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$845K +$527K +9,328 +147%
LAM
122
Lountzis Asset Management
Pennsylvania
$813K
SIM
123
SummerHaven Investment Management
Connecticut
$785K +$822K +14,562 New
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$769K +$112K +1,980 +16%
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$769K -$18.2K -323 -2%

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.