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WSFS Financial

259 hedge funds and large institutions have $2.73B invested in WSFS Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
79
Reduced
93
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$4.67K
PTC
227
Private Trust Company
Ohio
$4.67K
GWM
228
Geneos Wealth Management
Colorado
$4.67K +$3.58K +69 +329%
WA
229
WPG Advisers
Maryland
$4.15K +$1.14K +22 +38%
LC
230
Lindbrook Capital
California
$4.05K
Jones Financial Companies
231
Jones Financial Companies
Missouri
$3.88K
TC
232
Truvestments Capital
Florida
$3.01K
HI
233
Harbour Investments
Wisconsin
$2.65K
TSMHT
234
Thurston Springer Miller Herd & Titak
Indiana
$2.65K +$2.65K +51 New
MCM
235
MAI Capital Management
Ohio
$2.59K
JWA
236
JFS Wealth Advisors
Pennsylvania
$2.54K +$467 +9 +23%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.97K -$259 -5 -12%
BIG
238
Brooklyn Investment Group
New York
$1.92K +$1.45K +28 +311%
NEWAS
239
N.E.W. Advisory Services
Wisconsin
$1.87K +$1.87K +36 New
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$1.71K
TWD
241
True Wealth Design
Ohio
$1.51K +$1.51K +29 New
BFS
242
Bare Financial Services
Pennsylvania
$1.45K +$1.45K +28 New
LFG
243
Larson Financial Group
Missouri
$1.19K +$726 +14 +156%
SC
244
Stephens Consulting
Michigan
$1.04K +$1.04K +20 New
HCP
245
Hexagon Capital Partners
Arkansas
$882
AssetMark Inc
246
AssetMark Inc
California
$830
SIC
247
SJS Investment Consulting
Ohio
$727 +$156 +3 +27%
DPW
248
DiNuzzo Private Wealth
Pennsylvania
$623
BGAI
249
Bruce G. Allen Investments
Colorado
$571 +$571 +11 New
AAP
250
Arax Advisory Partners
Colorado
$519 -$10.1K -194 -95%