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WSFS Financial
WSFS

Overview Fund Activity

280 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, 78 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+21
Holders Change %
+8.11%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
78
Reduced
108
Closed
16
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$358K

Top Buyers

1
Millennium Management
Millennium Management
New York
$17.1M
2
EP
Edgestream Partners
New Jersey
$8.83M
3
Raymond James Financial
Raymond James Financial
Florida
$24.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Axa
Axa
France
$4.72M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.7M
2
BlackRock
BlackRock
New York
$449M
3
Vanguard Group
Vanguard Group
Pennsylvania
$350M
4
Bank of America
Bank of America
North Carolina
$41M
5
BCM
Basswood Capital Management
New York
$94.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
226
VSM Wealth Advisory
Maryland
$41.3K – – –
Ohio Public Employees Retirement System (OPERS)
227
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.7K -$1.87K -34 -5%
GRP
228
Global Retirement Partners
California
$39.3K +$39.3K +714 New
BNP Paribas Asset Management
229
BNP Paribas Asset Management
France
$35K +$35K +634 New
CA
230
Clearstead Advisors
Ohio
$33.9K +$14.7K +267 +77%
CWM
231
Crowley Wealth Management
Delaware
$33K – – –
Nomura Asset Management
232
Nomura Asset Management
Japan
$25.9K – – –
CAM
233
Costello Asset Management
Pennsylvania
$23.7K – – –
PS
234
Principal Securities
Iowa
$19.9K -$9.24K -168 -32%
HCA
235
Harbor Capital Advisors
Illinois
$18K -$2.48K -44 -12%
QL
236
Quarry LP
New York
$17.2K +$17.2K +313 New
CIAS
237
CBIZ Investment Advisory Services
Ohio
$15.9K +$9.95K +181 +168%
VCM
238
Versant Capital Management
Arizona
$15.4K -$13.9K -252 -47%
PA
239
Parallel Advisors
California
$13.8K – – –
TPWA
240
Twin Peaks Wealth Advisors
California
$13.8K +$13.8K +249 New
C
241
Covestor
United Kingdom
$11K +$874 +17 +9%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$10.9K -$2.81K -51 -20%
UB
243
UMB Bank
Missouri
$10.8K -$3.63K -66 -25%
AGWCA
244
Annis Gardner Whiting Capital Advisors
Florida
$10.2K +$10.2K +186 New
FHA
245
First Horizon Advisors
Tennessee
$8.36K – – –
Optiver Holding
246
Optiver Holding
Netherlands
$8.09K -$1.27K -23 -14%
RIL
247
Rothschild Investment LLC
Illinois
$7.15K +$1.1K +20 +18%
IA
248
IFP Advisors
Florida
$7.04K +$7.04K +128 New
HWM
249
Hemington Wealth Management
Virginia
$7K +$164 +3 +2%
PWMG
250
Private Wealth Management Group
New Jersey
$6.33K – – –
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