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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
BlackRock
1
BlackRock
New York
$436M -$2.8M -51,200 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M -$9.69M -176,995 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$198M -$2.47M -45,191 -1%
State Street
4
State Street
Massachusetts
$160M -$7.09M -129,534 -4%
Franklin Resources
5
Franklin Resources
California
$136M +$1.77M +32,423 +1%
NAMI
6
Nomura Asset Management International
Pennsylvania
$91.4M +$90.5M +1,653,613 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$75.3M -$937K -17,129 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$68M -$17.1M -313,210 -20%
Invesco
9
Invesco
Georgia
$58.9M +$3.33M +60,931 +6%
CB
10
Cooke & Bieler
Pennsylvania
$58.3M +$1.31M +23,946 +2%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$51.6M -$16.9M -308,164 -25%
Pzena Investment Management
12
Pzena Investment Management
New York
$48.4M -$2.82M -51,597 -6%
FCM
13
Frontier Capital Management
Massachusetts
$43.8M -$386K -7,061 -0.9%
Brown Advisory
14
Brown Advisory
Maryland
$43.6M -$2.34M -42,813 -5%
Norges Bank
15
Norges Bank
Norway
$39.2M +$38.8M +709,500 New
Charles Schwab
16
Charles Schwab
California
$38.5M -$596K -10,892 -2%
American Century Companies
17
American Century Companies
Missouri
$37.5M -$1.29M -23,525 -3%
Bank of America
18
Bank of America
North Carolina
$36.6M -$2.51M -45,879 -6%
PCM
19
Palisade Capital Management
New Jersey
$35M -$4.3M -78,653 -11%
Northern Trust
20
Northern Trust
Illinois
$32.1M -$2.27M -41,504 -7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$32M -$3.24M -59,285 -9%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2M -$1M -18,317 -3%
Morgan Stanley
23
Morgan Stanley
New York
$28.9M +$5.24M +95,686 +22%
Goldman Sachs
24
Goldman Sachs
New York
$26M +$10.7M +195,979 +71%
Raymond James Financial
25
Raymond James Financial
Florida
$23M -$1.63M -29,848 -7%

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.