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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
Russell Investments Group
126
Russell Investments Group
United Kingdom
$937K -$32.1K -586 -3%
AB
127
Amalgamated Bank
New York
$880K -$9.9K -181 -1%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$868K
ASRS
129
Arizona State Retirement System
Arizona
$861K -$65.4K -1,195 -7%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$850K -$209K -3,815 -20%
YCM
131
Yousif Capital Management
Michigan
$834K -$136K -2,486 -14%
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$820K -$66.5K -1,215 -8%
LAM
133
Lountzis Asset Management
Pennsylvania
$808K -$24.6K -450 -3%
SIM
134
SummerHaven Investment Management
Connecticut
$804K
Verition Fund Management
135
Verition Fund Management
Connecticut
$798K -$689K -12,589 -47%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$791K -$111K -2,036 -12%
MCCA
137
Mill Creek Capital Advisors
Pennsylvania
$778K
VCA
138
Verdence Capital Advisors
Maryland
$773K
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$748K -$39.3K -718 -5%
Assenagon Asset Management
140
Assenagon Asset Management
Luxembourg
$746K +$739K +13,506 New
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$718K -$146K -2,668 -17%
GCM
142
Graham Capital Management
Connecticut
$696K +$689K +12,593 New
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$691K -$5.47K -100 -0.8%
GT
144
Glenmede Trust
Pennsylvania
$680K +$673K +12,301 New
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
$677K +$671K +12,261 New
KK
146
KLP Kapitalforvaltning
Norway
$659K -$21.9K -400 -3%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$658K +$244K +4,455 +60%
GI
148
GAMCO Investors
Connecticut
$652K -$98.6K -1,802 -13%
Mariner
149
Mariner
Kansas
$644K +$341K +6,237 +115%
UF
150
Univest Financial
Pennsylvania
$642K

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.