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WSFS Financial

291 hedge funds and large institutions have $2.8B invested in WSFS Financial in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$22.4M)

19% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 105

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$103M
2 +$8.35M
3 +$7.8M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.62M
5
N
Numerai
California
+$5.98M

Top Sellers

1 -$14.8M
2 -$12.8M
3 -$12.4M
4
Franklin Resources
Franklin Resources
California
-$10M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
226
KBC Group
Belgium
$103K
PIS
227
POM Investment Strategies
North Carolina
$81.2K
TCOT
228
Trust Company of Toledo
Ohio
$80.9K
SA
229
Seneschal Advisors
Washington
$78.2K
PFBT
230
Parkside Financial Bank & Trust
Missouri
$77.4K
AAP
231
Arax Advisory Partners
Colorado
$70.2K
KFI
232
Key Financial Inc
Pennsylvania
$55.1K
SC
233
SouthState Corp
Florida
$53.9K
EWA
234
EverSource Wealth Advisors
Alabama
$50K
AF
235
Advisornet Financial
Minnesota
$46.4K
QL
236
Quarry LP
New York
$43.8K
VWA
237
VSM Wealth Advisory
Maryland
$40.4K
Ohio Public Employees Retirement System (OPERS)
238
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K
GRP
239
Global Retirement Partners
California
$37.9K
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$36.2K
BNP Paribas Asset Management
241
BNP Paribas Asset Management
France
$33K
CWM
242
Crowley Wealth Management
Delaware
$32.4K
FHC
243
First Horizon Corporation
Tennessee
$31.4K
Nomura Asset Management
244
Nomura Asset Management
Japan
$25.3K
Jones Financial Companies
245
Jones Financial Companies
Missouri
$23.9K
CAM
246
Costello Asset Management
Pennsylvania
$23.2K
PS
247
Principal Securities
Iowa
$19.5K
WANY
248
Wealthspire Advisors (New York)
New York
$17.3K
HCA
249
Harbor Capital Advisors
Illinois
$17K
CA
250
Clearstead Advisors
Ohio
$15.7K