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WSFS Financial

281 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, 78 increasing their positions, 109 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
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
AF
226
Advisornet Financial
Minnesota
$47.3K
VWA
227
VSM Wealth Advisory
Maryland
$41.3K
Ohio Public Employees Retirement System (OPERS)
228
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.7K
GRP
229
Global Retirement Partners
California
$39.3K
BNP Paribas Asset Management
230
BNP Paribas Asset Management
France
$35K
CA
231
Clearstead Advisors
Ohio
$33.9K
CWM
232
Crowley Wealth Management
Delaware
$33K
Nomura Asset Management
233
Nomura Asset Management
Japan
$25.9K
CAM
234
Costello Asset Management
Pennsylvania
$23.6K
PS
235
Principal Securities
Iowa
$19.9K
HCA
236
Harbor Capital Advisors
Illinois
$18K
QL
237
Quarry LP
New York
$17.2K
CIAS
238
CBIZ Investment Advisory Services
Ohio
$15.9K
VCM
239
Versant Capital Management
Arizona
$15.4K
PA
240
Parallel Advisors
California
$13.8K
TPWA
241
Twin Peaks Wealth Advisors
California
$13.8K
C
242
Covestor
United Kingdom
$11K
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$10.9K
UB
244
UMB Bank
Missouri
$10.8K
AGWCA
245
Annis Gardner Whiting Capital Advisors
Florida
$10.2K
FHA
246
First Horizon Advisors
Tennessee
$8.36K
Optiver Holding
247
Optiver Holding
Netherlands
$8.09K
RIL
248
Rothschild Investment LLC
Illinois
$7.15K
IA
249
IFP Advisors
Florida
$7.04K
HWM
250
Hemington Wealth Management
Virginia
$7K