WSFS Financial
WSFS
264 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, 84 increasing their positions, 94 reducing their positions, and 18 closing their positions.
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
5% more funds holding
Funds holding: 251 → 264 (+13)
0.42% less ownership
Funds ownership: 91.43% → 91% (-0.42%)
3% less capital invested
Capital invested by funds: $2.86B → $2.76B (-$96.8M)
11% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$18.5M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$13.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$12.2M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$5.9M |
| 5 |
Jane Street
New York
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$20M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$13.5M |
| 3 |
Goldman Sachs
New York
|
-$12.7M |
| 4 |
State Street
Boston,
Massachusetts
|
-$11.2M |
| 5 |
BlackRock
New York
|
-$8.2M |
WSFS Hedge Fund Activity: Q1 2025 in Review
264 of the 7,472 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 84 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.
- 264 institutional investors held WSFS Financial (WSFS) as of Q1 2025, up from 251 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.