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
BBA
176
BLB&B Advisors
Pennsylvania
$303K
SA
177
Sanctuary Advisors
Indiana
$301K -$362K -6,415 -53%
VPIM
178
Vanguard Personalized Indexing Management
California
$297K +$58.2K +1,031 +23%
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$295K -$226 -4 -0.1%
Mariner
180
Mariner
Kansas
$292K +$54K +957 +21%
EFG
181
Ethos Financial Group
Pennsylvania
$283K +$903 +16 +0.3%
BAM
182
Blueshift Asset Management
New Jersey
$279K +$292K +5,177 New
HighTower Advisors
183
HighTower Advisors
Illinois
$276K +$19.2K +340 +7%
AFG
184
Allegheny Financial Group
Pennsylvania
$276K +$847 +15 +0.3%
SG
185
Strid Group
Pennsylvania
$275K
PAS
186
Point72 Asia (Singapore)
Singapore
$272K +$284K +5,037 New
MA
187
Mutual Advisors
Nebraska
$268K
DTL
188
Dynamic Technology Lab
Singapore
$257K +$269K +4,763 New
AIP
189
Ameritas Investment Partners
Nebraska
$252K -$76.1K -1,348 -22%
JCM
190
Jacobi Capital Management
Pennsylvania
$243K
PA
191
Profund Advisors
Maryland
$241K -$16.3K -289 -6%
SC
192
Savant Capital
Illinois
$241K +$11.1K +196 +5%
AWM
193
Affinity Wealth Management
Delaware
$241K
X
194
Xponance
Pennsylvania
$237K -$6.15K -109 -2%
KAS
195
Kestra Advisory Services
Texas
$236K -$621 -11 -0.3%
Creative Planning
196
Creative Planning
Kansas
$235K +$246K +4,356 New
IC
197
IEQ Capital
California
$234K +$245K +4,338 New
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$233K +$3.16K +56 +1%
Truist Financial
199
Truist Financial
North Carolina
$232K -$29K -514 -11%
AG
200
Ascent Group
Virginia
$232K +$243K +4,302 New

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.