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WSFS Financial
WSFS

Overview Fund Activity

279 hedge funds and large institutions have $2.81B invested in WSFS Financial in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 107 reducing their positions, and 16 closing their positions.

Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
3.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
78
Reduced
107
Closed
16
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$358K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$36.9M
2
Millennium Management
2
Millennium Management
New York
$17.1M
3
EP
3
Edgestream Partners
New Jersey
$8.83M
4
Raymond James Financial
4
Raymond James Financial
Florida
$24.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.8M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$82.7M
2
BlackRock
2
BlackRock
New York
$449M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$350M
4
Bank of America
4
Bank of America
North Carolina
$41M
5
BCM
5
Basswood Capital Management
New York
$94.1K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$449M 8,155,409 -390,693 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M 6,360,937 -269,170 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$202M 3,666,987 -121,420 -3%
State Street
4
State Street
Massachusetts
$165M 2,995,051 -111,687 -4%
Franklin Resources
5
Franklin Resources
California
$144M 2,610,976 +27,151 +1%
Macquarie Group
6
Macquarie Group
Australia
$108M 1,959,887 +43,903 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$83.1M 1,511,110 -74,364 -5%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$82.7M 1,504,050 -816,716 -35%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$77.9M 1,415,940 -18,841 -1%
CIP
10
Champlain Investment Partners
Vermont
$66.5M 1,209,143 -6,778 -0.6%
Invesco
11
Invesco
Georgia
$54.2M 985,367 +15,891 +2%
CB
12
Cooke & Bieler
Pennsylvania
$49.2M 893,736 +1,450 +0.2%
Pzena Investment Management
13
Pzena Investment Management
New York
$44.6M 811,169 +23,360 +3%
American Century Companies
14
American Century Companies
Missouri
$42.6M 774,208 -77,007 -9%
FCM
15
Frontier Capital Management
Massachusetts
$42.3M 768,364 +9,765 +1%
Brown Advisory
16
Brown Advisory
Maryland
$41.9M 761,455 -46,347 -6%
Bank of America
17
Bank of America
North Carolina
$41M 746,077 -250,099 -25%
PCM
18
Palisade Capital Management
New Jersey
$39.9M 726,008 -21,994 -3%
Charles Schwab
19
Charles Schwab
California
$39.1M 711,691 -36,394 -5%
Norges Bank
20
Norges Bank
Norway
$36.9M 670,177 +670,177 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$35.7M 649,420 -54,895 -8%
Northern Trust
22
Northern Trust
Illinois
$34.9M 635,168 -144,752 -19%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32M 582,334 -15,315 -3%
Raymond James Financial
24
Raymond James Financial
Florida
$24.3M 441,671 +105,983 +32%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$24.3M 440,936 -83,905 -16%
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