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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
BlackRock
1
BlackRock
New York
$428M -$12.4M -219,385 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M -$12.8M -227,396 -4%
Macquarie Group
3
Macquarie Group
Australia
$206M +$103M +1,829,544 +93%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$196M -$1.66M -29,333 -0.8%
State Street
5
State Street
Massachusetts
$163M +$1.57M +27,721 +0.9%
Franklin Resources
6
Franklin Resources
California
$131M -$10M -177,607 -7%
JP Morgan Chase
7
JP Morgan Chase
New York
$83.3M +$1.89M +33,398 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$74.4M -$2.06M -36,475 -3%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$67M -$14.8M -261,942 -17%
CIP
10
Champlain Investment Partners
Vermont
$64.4M -$805K -14,250 -1%
CB
11
Cooke & Bieler
Pennsylvania
$55.7M +$7.8M +138,220 +15%
Invesco
12
Invesco
Georgia
$54.2M +$1.15M +20,293 +2%
Pzena Investment Management
13
Pzena Investment Management
New York
$50.1M +$6.62M +117,244 +14%
Brown Advisory
14
Brown Advisory
Maryland
$44.8M +$3.95M +69,933 +9%
FCM
15
Frontier Capital Management
Massachusetts
$43.1M +$1.76M +31,198 +4%
PCM
16
Palisade Capital Management
New Jersey
$38.4M -$756K -13,381 -2%
Bank of America
17
Bank of America
North Carolina
$38.2M -$2.14M -37,894 -5%
Charles Schwab
18
Charles Schwab
California
$38.2M -$240K -4,248 -0.6%
American Century Companies
19
American Century Companies
Missouri
$37.9M -$4.07M -72,063 -9%
AllianceBernstein
20
AllianceBernstein
Tennessee
$34.5M -$593K -10,510 -2%
Northern Trust
21
Northern Trust
Illinois
$33.5M -$740K -13,103 -2%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5M -$931K -16,495 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$23.9M +$101K +1,794 +0.4%
Morgan Stanley
24
Morgan Stanley
New York
$23M -$461K -8,160 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$23M -$729K -12,913 -3%

WSFS Hedge Fund Activity: Q3 2025 in Review

293 of the 7,619 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.