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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
Creative Planning
101
Creative Planning
Kansas
$1.64M +$1.39M +25,392 +583%
ACB
102
Aristotle Capital Boston
Massachusetts
$1.59M -$138K -2,524 -8%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.49M -$142K -2,594 -10%
Mirae Asset Global ETFs Holdings
104
Mirae Asset Global ETFs Holdings
Hong Kong
$1.43M -$2.41K -44 -0.2%
DFCM
105
Dark Forest Capital Management
Puerto Rico
$1.43M +$1.42M +25,893 New
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$1.38M -$38.3K -700 -3%
XT
107
XTX Topco
Cayman Islands
$1.37M +$1.36M +24,846 New
PAG
108
Private Advisor Group
New Jersey
$1.36M -$17.5K -319 -1%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.32M +$174K +3,182 +15%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.27M
Victory Capital Management
111
Victory Capital Management
Texas
$1.26M +$262K +4,791 +27%
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$1.25M +$1.24M +22,600 New
LPL Financial
113
LPL Financial
California
$1.22M -$18.8K -343 -2%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$1.22M -$4.87K -89 -0.4%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$1.07M -$67.2K -1,228 -6%
QT
116
Quantbot Technologies
New York
$1.07M -$127K -2,314 -11%
SM
117
Salzhauer Michael
$1.07M
HSBC Holdings
118
HSBC Holdings
United Kingdom
$1.05M +$1.04M +18,993 New
Man Group
119
Man Group
United Kingdom
$1.03M +$1.02M +18,657 New
EMPI
120
Elo Mutual Pension Insurance
Finland
$1.02M +$1.01M +18,544 New
TC
121
TwinBeech Capital
New York
$1.01M +$1M +18,330 New
BMCM
122
Bryn Mawr Capital Management
Pennsylvania
$967K -$109K -1,985 -10%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$961K
ET
124
Entropy Technologies
New York
$961K +$952K +17,395 New
EGM
125
Engineers Gate Manager
New York
$953K -$708K -12,940 -43%

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.