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WSFS Financial

283 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, 79 increasing their positions, 109 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$358K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.1M
2 +$8.83M
3 +$5.83M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.73M
5
Axa
Axa
France
+$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
226
Brooklyn Investment Group
New York
$48.5K
AF
227
Advisornet Financial
Minnesota
$47.3K
VWA
228
VSM Wealth Advisory
Maryland
$41.3K
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.7K
GRP
230
Global Retirement Partners
California
$39.3K
BNP Paribas Asset Management
231
BNP Paribas Asset Management
France
$35K
CA
232
Clearstead Advisors
Ohio
$33.9K
CWM
233
Crowley Wealth Management
Delaware
$33K
Nomura Asset Management
234
Nomura Asset Management
Japan
$25.9K
CAM
235
Costello Asset Management
Pennsylvania
$23.6K
PS
236
Principal Securities
Iowa
$19.9K
HCA
237
Harbor Capital Advisors
Illinois
$18K
QL
238
Quarry LP
New York
$17.2K
CIAS
239
CBIZ Investment Advisory Services
Ohio
$15.9K
VCM
240
Versant Capital Management
Arizona
$15.4K
PA
241
Parallel Advisors
California
$13.8K
TPWA
242
Twin Peaks Wealth Advisors
California
$13.8K
C
243
Covestor
United Kingdom
$11K
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$10.9K
UB
245
UMB Bank
Missouri
$10.8K
AGWCA
246
Annis Gardner Whiting Capital Advisors
Florida
$10.2K
FHA
247
First Horizon Advisors
Tennessee
$8.36K
Optiver Holding
248
Optiver Holding
Netherlands
$8.09K
RIL
249
Rothschild Investment LLC
Illinois
$7.15K
IA
250
IFP Advisors
Florida
$7.04K