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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
AWM
176
Affinity Wealth Management
Delaware
$233K – – –
X
177
Xponance
Pennsylvania
$230K +$11.3K +209 +5%
BHCM
178
Brevan Howard Capital Management
Jersey
$226K +$235K +4,363 New
KAS
179
Kestra Advisory Services
Texas
$222K +$11.6K +216 +5%
Creative Planning
180
Creative Planning
Kansas
$221K +$230K +4,264 New
GC
181
Guggenheim Capital
Illinois
$218K +$227K +4,212 New
ST
182
Sageworth Trust
Pennsylvania
$217K – – –
AACP
183
Advantage Alpha Capital Partners
California
$216K -$349K -6,474 -61%
SI
184
Stephens Inc
Arkansas
$213K – – –
LSA
185
Lansing Street Advisors
Pennsylvania
$210K – – –
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$207K -$4.58K -85 -2%
USAA
187
United Services Automobile Association
Texas
$204K +$212K +3,942 New
SAM
188
Smartleaf Asset Management
Massachusetts
$178K +$7.38K +137 +4%
Osaic Holdings
189
Osaic Holdings
Arizona
$162K -$9.85K -183 -6%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$162K -$5.17K -96 -3%
KBC Group
191
KBC Group
Belgium
$160K +$10.6K +196 +7%
BBPWM
192
Blue Bell Private Wealth Management
Pennsylvania
$157K – – –
US Bancorp
193
US Bancorp
Minnesota
$146K – – –
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$136K -$18K -335 -11%
MFA
195
McClarren Financial Advisors
Pennsylvania
$130K +$2.75K +51 New
TRCT
196
Tower Research Capital (TRC)
New York
$106K -$47K -872 -30%
GI
197
GAMMA Investing
California
$106K +$29.6K +550 +37%
A
198
AlphaQuest
New York
$82K – – –
PIS
199
POM Investment Strategies
North Carolina
$78.1K – – –
PFBT
200
Parkside Financial Bank & Trust
Missouri
$63.5K +$55.4K +1,028 +522%
6 7
8
9 10

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.