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WSFS Financial

250 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $515K | Put options by funds: $64K

6% more capital invested

Capital invested by funds: $2.71B → $2.86B (+$154M)

1.93% more ownership

Funds ownership: 89.5%91.42% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 82

5% less funds holding

Funds holding: 264250 (-14)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
81
Reduced
82
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$3.98K
RIL
227
Rothschild Investment LLC
Illinois
$3.19K
TC
228
Truvestments Capital
Florida
$3.08K
WA
229
WPG Advisers
Maryland
$3.08K +$3.16K +58 New
HI
230
Harbour Investments
Wisconsin
$2.71K -$653 -12 -19%
MCM
231
MAI Capital Management
Ohio
$2.66K +$2.72K +50 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$2.29K
JWA
233
JFS Wealth Advisors
Pennsylvania
$2.13K
EBA
234
Eagle Bay Advisors
New York
$2.02K -$54 -1 -3%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$1.75K
GWM
236
Geneos Wealth Management
Colorado
$1.12K
RTC
237
Riverview Trust Company
Washington
$1.12K +$1.14K +21 New
NWWA
238
New Wave Wealth Advisors
Arkansas
$1.01K +$1.03K +19 New
C
239
Covestor
United Kingdom
$1K +$544 +10 +125%
HCP
240
Hexagon Capital Partners
Arkansas
$903 +$925 +17 New
AssetMark Inc
241
AssetMark Inc
California
$850 +$871 +16 New
DPW
242
DiNuzzo Private Wealth
Pennsylvania
$638
SIC
243
SJS Investment Consulting
Ohio
$585 -$109 -2 -15%
BIG
244
Brooklyn Investment Group
New York
$479 +$490 +9 New
LFG
245
Larson Financial Group
Missouri
$478
CA
246
Continuum Advisory
Idaho
$425
IA
247
IFP Advisors
Florida
$425
GFPC
248
Global Financial Private Client
Florida
$213 +$218 +4 New
PWM
249
Parkworth Wealth Management
California
$106 +$109 +2 New
MCM
250
Manchester Capital Management
Vermont
$54

WSFS Hedge Fund Activity: Q4 2024 in Review

250 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2024, worth a combined $2.86B — up 5.7% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WSFS and 28 opened new positions — a net loss of 10 holders — while 82 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $69.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held WSFS Financial (WSFS) as of Q4 2024, down from 264 in Q3 2024.
  • Funds reported $2.86B of WSFS Financial stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 28 funds opened new WSFS Financial positions in Q4 2024 and 38 closed out, a net change of -10 holders.
  • The largest WSFS Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $69.4M added.
  • The largest WSFS Financial seller in Q4 2024 was Jennison Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2024.