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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
VT
201
Vise Technologies
New York
$252K +$250K +4,567 New
JCM
202
Jacobi Capital Management
Pennsylvania
$249K
AWM
203
Affinity Wealth Management
Delaware
$246K
X
204
Xponance
Pennsylvania
$245K +$1.86K +34 +0.8%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$241K +$27.9K +510 +13%
AG
206
Ascent Group
Virginia
$239K +$1.31K +24 +0.6%
Truist Financial
207
Truist Financial
North Carolina
$238K
VF
208
Virtu Financial
New York
$237K +$234K +4,283 New
WAM
209
Weiss Asset Management
Massachusetts
$235K +$233K +4,257 New
PA
210
Prosperity Advisers
Pennsylvania
$227K +$225K +4,112 New
SI
211
Stephens Inc
Arkansas
$227K
LSA
212
Lansing Street Advisors
Pennsylvania
$225K +$711 +13 +0.3%
Ensign Peak Advisors
213
Ensign Peak Advisors
Utah
$224K -$446K -8,150 -67%
PWPS
214
Pinnacle Wealth Planning Services
Ohio
$221K -$219 -4 -0.1%
SC
215
Savant Capital
Illinois
$216K -$30.2K -552 -12%
CGH
216
Crossmark Global Holdings
Texas
$214K
US Bancorp
217
US Bancorp
Minnesota
$212K
CWM
218
CIBC World Markets
New York
$205K +$203K +3,705 New
Los Angeles Capital Management
219
Los Angeles Capital Management
California
$203K -$413K -7,540 -66%
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$203K -$23.8K -435 -11%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$203K -$10.9K -199 -5%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$201K -$7.93K -145 -4%
SAM
223
Smartleaf Asset Management
Massachusetts
$197K +$14.8K +271 +8%
FFA
224
Farther Finance Advisors
California
$181K -$24.4K -446 -12%
SCM
225
Sterling Capital Management
North Carolina
$178K -$35.4K -647 -17%

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.