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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
FNBT
176
FineMark National Bank & Trust
Florida
$360K
Lido Advisors
177
Lido Advisors
California
$360K +$13.1K +240 +4%
BHCM
178
Brevan Howard Capital Management
Jersey
$350K -$238K -4,342 -41%
EC
179
EntryPoint Capital
New York
$349K +$346K +6,315 New
SO
180
STRS Ohio
Ohio
$348K
MOACM
181
Mutual of America Capital Management
New York
$345K -$1.09K -20 -0.3%
PD
182
Planning Directions
Pennsylvania
$342K +$1.04K +19 +0.3%
Acadian Asset Management
183
Acadian Asset Management
Massachusetts
$338K +$335K +6,122 New
WCA
184
Westover Capital Advisors
Delaware
$338K -$3.83K -70 -1%
DCM
185
DGS Capital Management
New Jersey
$330K +$327K +5,981 New
DS
186
DRW Securities
Illinois
$325K +$322K +5,880 New
JF
187
JMN Financial
Ohio
$323K +$320K +5,844 New
FFM
188
Forum Financial Management
Illinois
$313K -$3.28K -60 -1%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$311K +$80.5K +1,471 +35%
HighTower Advisors
190
HighTower Advisors
Illinois
$311K +$27.2K +497 +10%
BBA
191
BLB&B Advisors
Pennsylvania
$310K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$293K +$120K +2,193 +70%
EFG
193
Ethos Financial Group
Pennsylvania
$290K +$876 +16 +0.3%
AFG
194
Allegheny Financial Group
Pennsylvania
$283K +$876 +16 +0.3%
CMF
195
Counterpoint Mutual Funds
California
$283K +$280K +5,126 New
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$283K +$43.7K +798 +18%
SG
197
Strid Group
Pennsylvania
$282K
MA
198
Mutual Advisors
Nebraska
$281K
KAS
199
Kestra Advisory Services
Texas
$267K +$25.7K +469 +11%
AIP
200
Ameritas Investment Partners
Nebraska
$258K

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.