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WSFS Financial

289 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, 84 increasing their positions, 105 reducing their positions, and 30 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 ownership

Funds ownership:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$24.3M)

20% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 105

Holders
289
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 +$99.7M
2 +$7.97M
3 +$7.45M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.32M
5
N
Numerai
California
+$5.71M

Top Sellers

1 -$14.1M
2 -$12.3M
3 -$11.8M
4
Franklin Resources
Franklin Resources
California
-$9.58M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$13.5K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$13.5K
UB
253
UMB Bank
Missouri
$12.8K
RFP
254
Root Financial Partners
California
$9.6K
IA
255
IFP Advisors
Florida
$7.89K
HWM
256
Hemington Wealth Management
Virginia
$7K
ACM
257
Aster Capital Management
United Arab Emirates
$6.36K
PWMG
258
Private Wealth Management Group
New Jersey
$6.2K
RIL
259
Rothschild Investment LLC
Illinois
$6.04K
PTC
260
Private Trust Company
Ohio
$5.88K
AF
261
Allworth Financial
California
$5.45K
DB
262
Danske Bank
Denmark
$5.39K
BFS
263
Bare Financial Services
Pennsylvania
$4.85K
WA
264
WPG Advisers
Maryland
$3.34K
SL
265
Salomon & Ludwin
Virginia
$2.86K
HI
266
Harbour Investments
Wisconsin
$2.77K
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$2.05K
NEWAS
268
N.E.W. Advisory Services
Wisconsin
$1.94K
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$1.78K
QCG
270
Quadrant Capital Group
Ohio
$1.67K
TWD
271
True Wealth Design
Ohio
$1.51K
JWA
272
JFS Wealth Advisors
Pennsylvania
$1.4K
RWM
273
Rialto Wealth Management
New York
$1.08K
FFO
274
Fortitude Family Office
Arizona
$917
AssetMark Inc
275
AssetMark Inc
California
$863