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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
Cerity Partners
151
Cerity Partners
New York
$626K +$49.5K +904 +9%
FCM
152
Fieldview Capital Management
Michigan
$613K +$607K +11,102 New
ProShare Advisors
153
ProShare Advisors
Maryland
$601K +$17.7K +323 +3%
IC
154
IEQ Capital
California
$598K +$355K +6,487 +150%
SCA
155
Sippican Capital Advisors
Massachusetts
$588K +$202K +3,695 +53%
EH
156
Equitable Holdings
New York
$565K +$1.48K +27 +0.3%
MWM
157
Modera Wealth Management
New Jersey
$564K +$164 +3 +0%
P
158
&Partners
Tennessee
$560K -$20.5K -375 -4%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$557K -$229K -4,176 -29%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$551K -$14.3K -262 -3%
TI
161
Tidal Investments
Wisconsin
$522K -$985 -18 -0.2%
QCM
162
Quantinno Capital Management
New York
$521K +$107K +1,947 +26%
IIM
163
Ironwood Investment Management
Massachusetts
$512K
RA
164
Royce & Associates
New York
$482K
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$475K
MSRPS
166
Maryland State Retirement & Pension System
Maryland
$444K
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$444K
PVI
168
Pine Valley Investments
New Jersey
$425K +$657 +12 +0.2%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$416K +$71.3K +1,303 +21%
MM
170
MQS Management
New York
$414K -$206K -3,761 -33%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$405K +$69.8K +1,276 +22%
Stifel Financial
172
Stifel Financial
Missouri
$405K -$30.2K -552 -7%
HTC
173
Haverford Trust Company
Pennsylvania
$387K
VPIM
174
Vanguard Personalized Indexing Management
California
$367K +$62.7K +1,145 +21%
PA
175
Profund Advisors
Maryland
$364K +$115K +2,108 +47%

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.