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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
PA
201
PharVision Advisers
Florida
$231K +$241K +4,276 New
Two Sigma Advisers
202
Two Sigma Advisers
New York
$229K +$240K +4,255 New
ST
203
Sageworth Trust
Pennsylvania
$225K
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$224K -$19K -337 -7%
Squarepoint
205
Squarepoint
New York
$221K -$824K -14,591 -78%
SI
206
Stephens Inc
Arkansas
$221K
Osaic Holdings
207
Osaic Holdings
Arizona
$221K -$1.24K -22 -0.6%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$221K +$11.6K +206 +5%
LSA
209
Lansing Street Advisors
Pennsylvania
$219K +$678 +12 +0.3%
PWPS
210
Pinnacle Wealth Planning Services
Ohio
$216K -$2.03K -36 -0.9%
SCM
211
Sterling Capital Management
North Carolina
$209K +$130K +2,310 +147%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$209K -$6.95K -123 -3%
CGH
213
Crossmark Global Holdings
Texas
$209K -$4.01K -71 -2%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$207K +$217K +3,847 New
US Bancorp
215
US Bancorp
Minnesota
$207K +$23.8K +422 +12%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$204K -$300K -5,316 -58%
FFA
217
Farther Finance Advisors
California
$201K +$140K +2,472 +198%
PD
218
Point72 (DIFC)
United Arab Emirates
$194K +$203K +3,598 New
SAM
219
Smartleaf Asset Management
Massachusetts
$177K +$12.3K +218 +7%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$168K
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$168K +$124K +2,194 +238%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$163K
TRCT
223
Tower Research Capital (TRC)
New York
$156K -$315K -5,578 -66%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$152K +$11.5K +203 +8%
LSV Asset Management
225
LSV Asset Management
Illinois
$129K +$136K +2,400 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.