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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
MSRPS
151
Maryland State Retirement & Pension System
Maryland
$434K -$488K -8,640 -52%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$433K
Stifel Financial
153
Stifel Financial
Missouri
$425K -$82.9K -1,469 -16%
PVI
154
Pine Valley Investments
New Jersey
$415K +$678 +12 +0.2%
VI
155
Vestcor Inc
New Brunswick, Canada
$407K +$426K +7,553 New
QCM
156
Quantinno Capital Management
New York
$404K +$189K +3,345 +81%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$402K +$111K +1,965 +36%
Two Sigma Investments
158
Two Sigma Investments
New York
$391K -$17.8K -315 -4%
Balyasny Asset Management
159
Balyasny Asset Management
Illinois
$390K +$16K +284 +4%
HTC
160
Haverford Trust Company
Pennsylvania
$378K
SG Americas Securities
161
SG Americas Securities
New York
$376K -$2.58M -45,746 -87%
SCA
162
Sippican Capital Advisors
Massachusetts
$374K +$392K +6,943 New
FNBT
163
FineMark National Bank & Trust
Florida
$351K
Lido Advisors
164
Lido Advisors
California
$345K +$12.7K +225 +4%
SO
165
STRS Ohio
Ohio
$340K
MOACM
166
Mutual of America Capital Management
New York
$338K -$57.9K -1,025 -14%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$336K +$339 +6 +0.1%
WCA
168
Westover Capital Advisors
Delaware
$334K
PD
169
Planning Directions
Pennsylvania
$333K +$1.07K +19 +0.3%
IFU
170
iSAM Funds (UK)
United Kingdom
$332K +$348K +6,165 New
GCP
171
GSA Capital Partners
United Kingdom
$325K -$713K -12,636 -68%
YIH
172
Y-Intercept (HK)
Hong Kong
$323K +$338K +5,992 New
CBU
173
CIBC Bancorp USA
Illinois
$322K +$337K +5,970 New
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$318K +$115K +2,042 +53%
FFM
175
Forum Financial Management
Illinois
$309K +$56 +1 +0%

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.