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WSFS Financial
WSFS

Overview Fund Activity

248 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-13
Holders Change %
-4.98%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
80
Reduced
81
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89.7M
2
State Street
2
State Street
Massachusetts
$176M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$13.5M
4
GLA
4
Great Lakes Advisors
Illinois
$9.01M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.7M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Franklin Resources
2
Franklin Resources
California
$135M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$27.2M
5
Jane Street
5
Jane Street
New York
$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
Truvestments Capital
Florida
$3.08K – – –
WA
227
WPG Advisers
Maryland
$3.08K +$3.08K +58 New
HI
228
Harbour Investments
Wisconsin
$2.71K -$638 -12 -19%
MCM
229
MAI Capital Management
Ohio
$2.66K +$2.66K +50 New
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$2.29K – – –
JWA
231
JFS Wealth Advisors
Pennsylvania
$2.13K – – –
EBA
232
Eagle Bay Advisors
New York
$2.02K -$53 -1 -3%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.75K – – –
GWM
234
Geneos Wealth Management
Colorado
$1.12K – – –
RTC
235
Riverview Trust Company
Washington
$1.12K +$1.12K +21 New
NWWA
236
New Wave Wealth Advisors
Arkansas
$1.01K +$1.01K +19 New
C
237
Covestor
United Kingdom
$1K +$556 +10 +125%
HCP
238
Hexagon Capital Partners
Arkansas
$903 +$903 +17 New
AssetMark Inc
239
AssetMark Inc
California
$850 +$850 +16 New
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$638 – – –
SIC
241
SJS Investment Consulting
Ohio
$585 -$106 -2 -15%
BIG
242
Brooklyn Investment Group
New York
$479 +$479 +9 New
LFG
243
Larson Financial Group
Missouri
$478 – – –
CA
244
Continuum Advisory
Idaho
$425 – – –
IA
245
IFP Advisors
Florida
$425 – – –
GFPC
246
Global Financial Private Client
Florida
$213 +$213 +4 New
PWM
247
Parkworth Wealth Management
California
$106 +$106 +2 New
TFM
248
TFC Financial Management
Massachusetts
$54 – – –
MCM
249
Manchester Capital Management
Vermont
$54 – – –
Jennison Associates
250
Jennison Associates
New York
– -$18.3M -359,212 Closed
8 9
10
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