We are live on ! Find out more
WSFS icon

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
GIM
126
Glenmede Investment Management
Pennsylvania
$767K +$63.4K +1,123 +9%
MCCA
127
Mill Creek Capital Advisors
Pennsylvania
$760K
VCA
128
Verdence Capital Advisors
Maryland
$752K
GI
129
GAMCO Investors
Connecticut
$734K -$130K -2,301 -14%
DT
130
Diversified Trust
Tennessee
$729K
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$680K -$22.6K -400 -3%
KK
132
KLP Kapitalforvaltning
Norway
$665K -$11.3K -200 -2%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$658K -$598K -10,600 -46%
MFGP
134
Marshall Financial Group (Pennsylvania)
Pennsylvania
$651K
UF
135
Univest Financial
Pennsylvania
$626K
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$614K +$71.1K +1,260 +12%
MM
137
MQS Management
New York
$607K +$260K +4,599 +69%
BHCM
138
Brevan Howard Capital Management
Jersey
$576K +$1.92K +34 +0.3%
HC
139
Henshaw Capital
Massachusetts
$573K -$133K -2,358 -18%
ProShare Advisors
140
ProShare Advisors
Maryland
$569K -$134K -2,381 -18%
P
141
&Partners
Tennessee
$563K +$43.8K +776 +8%
Cerity Partners
142
Cerity Partners
New York
$562K -$365K -6,467 -38%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$552K -$330K -5,842 -36%
MWM
144
Modera Wealth Management
New Jersey
$551K -$407K -7,200 -41%
EH
145
Equitable Holdings
New York
$550K +$1.47K +26 +0.3%
TI
146
Tidal Investments
Wisconsin
$511K -$8.75K -155 -2%
IIM
147
Ironwood Investment Management
Massachusetts
$500K
RA
148
Royce & Associates
New York
$471K
ACM
149
Aquatic Capital Management
Illinois
$466K +$488K +8,646 New
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$464K

WSFS Hedge Fund Activity: Q3 2025 in Review

293 of the 7,620 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.