WSFS icon

WSFS Financial

286 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, 83 increasing their positions, 104 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 (-$24M)

20% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 104

Holders
286
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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$13.5K
UB
252
UMB Bank
Missouri
$12.8K
RFP
253
Root Financial Partners
California
$9.6K
HWM
254
Hemington Wealth Management
Virginia
$7K
ACM
255
Aster Capital Management
United Arab Emirates
$6.36K
PWMG
256
Private Wealth Management Group
New Jersey
$6.2K
RIL
257
Rothschild Investment LLC
Illinois
$6.04K
PTC
258
Private Trust Company
Ohio
$5.88K
DB
259
Danske Bank
Denmark
$5.39K
BFS
260
Bare Financial Services
Pennsylvania
$4.85K
WA
261
WPG Advisers
Maryland
$3.34K
SL
262
Salomon & Ludwin
Virginia
$2.86K
HI
263
Harbour Investments
Wisconsin
$2.77K
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$2.05K
NEWAS
265
N.E.W. Advisory Services
Wisconsin
$1.94K
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$1.78K
QCG
267
Quadrant Capital Group
Ohio
$1.67K
TWD
268
True Wealth Design
Ohio
$1.51K
JWA
269
JFS Wealth Advisors
Pennsylvania
$1.4K
RWM
270
Rialto Wealth Management
New York
$1.08K
FFO
271
Fortitude Family Office
Arizona
$917
AssetMark Inc
272
AssetMark Inc
California
$863
DPW
273
DiNuzzo Private Wealth
Pennsylvania
$700
BGAI
274
Bruce G. Allen Investments
Colorado
$593
AGWCA
275
Annis Gardner Whiting Capital Advisors
Florida
$540