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WSFS Financial
WSFS

Overview Fund Activity

261 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+29
Holders Change %
+12.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
71
Reduced
98
Closed
14
Calls
$876K
Puts
$479K
Net Calls
+$397K
Net Calls Change
-$289K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$24M
3
FCM
3
Frontier Capital Management
Massachusetts
$34.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$143M
2
CB
2
Cooke & Bieler
Pennsylvania
$39.3M
3
Jennison Associates
3
Jennison Associates
New York
$18.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$7.19K – – –
PWMG
227
Private Wealth Management Group
New Jersey
$5.86K – – –
CIAS
228
CBIZ Investment Advisory Services
Ohio
$5.48K -$819 -16 -13%
QCG
229
Quadrant Capital Group
Ohio
$4.59K – – –
PTC
230
Private Trust Company
Ohio
$4.59K +$4.59K +90 New
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$4.33K – – –
HWM
232
Hemington Wealth Management
Virginia
$4K +$4K +85 New
LC
233
Lindbrook Capital
California
$3.98K – – –
FPFS
234
First Personal Financial Services
North Carolina
$3.93K -$561 -11 -13%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$3.76K +$3.76K +75 New
HI
236
Harbour Investments
Wisconsin
$3.21K – – –
CPA
237
Capital Performance Advisors
California
$3.21K +$3.21K +63 New
RIL
238
Rothschild Investment LLC
Illinois
$3.06K +$2.29K +45 +300%
TC
239
Truvestments Capital
Florida
$2.96K +$2.96K +58 New
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$2.19K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$2.04K +$765 +15 +60%
EBA
242
Eagle Bay Advisors
New York
$1.99K -$1.17K -23 -37%
BTI
243
Blue Trust Inc
Georgia
$1.97K +$1.55K +33 +367%
CAM
244
ClariVest Asset Management
California
$1.69K – – –
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$1.68K – – –
BWP
246
Baldwin Wealth Partners
Massachusetts
$1.53K +$1.53K +30 New
FFA
247
Farther Finance Advisors
California
$1.12K -$5.8K -114 -84%
GWM
248
Geneos Wealth Management
Colorado
$1.07K +$1.07K +21 New
TSMHT
249
Thurston Springer Miller Herd & Titak
Indiana
$917 – – –
SIC
250
SJS Investment Consulting
Ohio
$663 – – –
7 8 9
10
11