WSFS Financial
WSFS
285 hedge funds and large institutions have $2.82B invested in WSFS Financial in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 16 closing their positions.
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
8% more funds holding
Funds holding: 263 → 285 (+22)
2% more capital invested
Capital invested by funds: $2.76B → $2.82B (+$57.8M)
0.63% less ownership
Funds ownership: 91% → 90.37% (-0.63%)
26% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$12.4M |
| 2 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$8.34M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.5M |
| 4 |
Renaissance Technologies
New York
|
+$5.41M |
| 5 |
Axa
Paris,
France
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$42.4M |
| 2 |
BlackRock
New York
|
-$20.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$13M |
| 5 |
BCM
Basswood Capital Management
New York
|
-$12.8M |
WSFS Hedge Fund Activity: Q2 2025 in Review
285 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q2 2025, worth a combined $2.82B — up 2.1% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new WSFS positions and 16 closed out — a net gain of 25 holders — while 80 added to existing stakes and 108 trimmed.
The largest buyer was Millennium Management, adding an estimated $12.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $42.4M.
- 285 institutional investors held WSFS Financial (WSFS) as of Q2 2025, up from 263 in Q1 2025.
- Funds reported $2.82B of WSFS Financial stock for Q2 2025, up 2.1% quarter-over-quarter.
- 41 funds opened new WSFS Financial positions in Q2 2025 and 16 closed out, a net change of +25 holders.
- The largest WSFS Financial buyer in Q2 2025 was Millennium Management, an estimated $12.4M added.
- The largest WSFS Financial seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $42.4M sold.
Based on aggregated 13F filings for Q2 2025.