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WSFS Financial

286 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, 83 increasing their positions, 104 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$24M)

20% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 104

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$99.7M
2 +$7.97M
3 +$7.45M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.32M
5
N
Numerai
California
+$5.71M

Top Sellers

1 -$14.1M
2 -$12.3M
3 -$11.8M
4
Franklin Resources
Franklin Resources
California
-$9.58M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
Seneschal Advisors
Washington
$78.2K
PFBT
227
Parkside Financial Bank & Trust
Missouri
$77.4K
AAP
228
Arax Advisory Partners
Colorado
$70.2K
KFI
229
Key Financial Inc
Pennsylvania
$55.1K
SC
230
SouthState Corp
Florida
$53.9K
EWA
231
EverSource Wealth Advisors
Alabama
$50K
AF
232
Advisornet Financial
Minnesota
$46.4K
QL
233
Quarry LP
New York
$43.8K
VWA
234
VSM Wealth Advisory
Maryland
$40.4K
Ohio Public Employees Retirement System (OPERS)
235
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K
GRP
236
Global Retirement Partners
California
$37.9K
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$36.2K
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$33K
CWM
239
Crowley Wealth Management
Delaware
$32.4K
FHC
240
First Horizon Corporation
Tennessee
$31.4K
Nomura Asset Management
241
Nomura Asset Management
Japan
$25.3K
Jones Financial Companies
242
Jones Financial Companies
Missouri
$23.9K
CAM
243
Costello Asset Management
Pennsylvania
$23.2K
PS
244
Principal Securities
Iowa
$19.5K
WANY
245
Wealthspire Advisors (New York)
New York
$17.3K
HCA
246
Harbor Capital Advisors
Illinois
$17K
CA
247
Clearstead Advisors
Ohio
$15.7K
VCM
248
Versant Capital Management
Arizona
$15.1K
Optiver Holding
249
Optiver Holding
Netherlands
$14K
PA
250
Parallel Advisors
California
$13.5K