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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
SA
126
Sanctuary Advisors
Indiana
$653K -$13.7K -255 -2%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$653K -$12K -222 -2%
Verition Fund Management
128
Verition Fund Management
Connecticut
$648K +$673K +12,491 New
MFGP
129
Marshall Financial Group (Pennsylvania)
Pennsylvania
$626K – – –
UF
130
Univest Financial
Pennsylvania
$617K – – –
P
131
&Partners
Tennessee
$611K +$45.8K +851 +8%
KK
132
KLP Kapitalforvaltning
Norway
$598K -$59.2K -1,100 -9%
EH
133
Equitable Holdings
New York
$592K +$1.19K +22 +0.2%
GT
134
Glenmede Trust
Pennsylvania
$581K +$50.4K +936 +9%
XT
135
XTX Topco
Cayman Islands
$580K +$372K +6,908 +161%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$554K – – –
Russell Investments Group
137
Russell Investments Group
United Kingdom
$537K +$46K +854 +9%
AQR Capital Management
138
AQR Capital Management
Connecticut
$537K +$282K +5,240 +103%
Los Angeles Capital Management
139
Los Angeles Capital Management
California
$525K +$263K +4,893 +94%
TSS
140
Two Sigma Securities
New York
$515K +$97.5K +1,811 +22%
IIM
141
Ironwood Investment Management
Massachusetts
$481K – – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$467K +$110K +2,047 +29%
SG Americas Securities
143
SG Americas Securities
New York
$456K +$474K +8,798 New
RA
144
Royce & Associates
New York
$453K – – –
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$446K – – –
MOACM
146
Mutual of America Capital Management
New York
$443K -$20.5K -380 -4%
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$417K +$35.4K +658 +9%
PVI
148
Pine Valley Investments
New Jersey
$397K +$538 +10 +0.1%
HTC
149
Haverford Trust Company
Pennsylvania
$363K -$138K -2,557 -27%
AA
150
ALPS Advisors
Colorado
$358K +$372K +6,900 New
4 5
6
7 8

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.