We are live on ! Find out more
WSFS icon

WSFS Financial

250 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $515K | Put options by funds: $64K

6% more capital invested

Capital invested by funds: $2.71B → $2.86B (+$154M)

1.93% more ownership

Funds ownership: 89.5%91.42% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 82

5% less funds holding

Funds holding: 264250 (-14)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
81
Reduced
82
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
251
TFC Financial Management
Massachusetts
$54
Jennison Associates
252
Jennison Associates
New York
-$18.3M -359,212 Closed
Loomis, Sayles & Company
253
Loomis, Sayles & Company
Massachusetts
-$7.65M -150,091 Closed
EP
254
Edgestream Partners
New Jersey
-$2.29M -44,914 Closed
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
-$1.66M -32,614 Closed
JCIA
256
Jackson Creek Investment Advisors
Colorado
-$1.62M -31,833 Closed
HF
257
HRT Financial
New York
-$1.16M -22,754 Closed
WAM
258
Weiss Asset Management
Massachusetts
-$932K -18,278 Closed
DTL
259
Dynamic Technology Lab
Singapore
-$792K -15,525 Closed
LIG
260
Lokken Investment Group
Delaware
-$611K -11,989 Closed
VI
261
Versor Investments
New York
-$464K -9,100 Closed
CC
262
Centiva Capital
New York
-$441K -8,649 Closed
BHCM
263
Brevan Howard Capital Management
Jersey
-$408K -8,006 Closed
CSS
264
Cubist Systematic Strategies
Connecticut
-$395K -7,745 Closed
ECM
265
Everence Capital Management
Indiana
-$373K -7,320 Closed
PP
266
Paloma Partners
Connecticut
-$366K -7,185 Closed
SPA
267
Sherbrooke Park Advisers
New York
-$348K -6,830 Closed
OQS
268
Occudo Quantitative Strategies
Florida
-$346K -6,789 Closed
CCIA
269
Campbell & Co Investment Adviser
Maryland
-$343K -6,722 Closed
AA
270
AlphaMark Advisors
Kentucky
-$330K -6,470 Closed
PAS
271
Point72 Asia (Singapore)
Singapore
-$278K -5,442 Closed
Cerity Partners
272
Cerity Partners
New York
-$273K -5,358 Closed
KeyBank National Association
273
KeyBank National Association
Ohio
-$250K -4,897 Closed
LP
274
LMR Partners
United Kingdom
-$237K -4,645 Closed
YIH
275
Y-Intercept (HK)
Hong Kong
-$235K -4,615 Closed

WSFS Hedge Fund Activity: Q4 2024 in Review

250 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2024, worth a combined $2.86B — up 5.7% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WSFS and 28 opened new positions — a net loss of 10 holders — while 82 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $69.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held WSFS Financial (WSFS) as of Q4 2024, down from 264 in Q3 2024.
  • Funds reported $2.86B of WSFS Financial stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 28 funds opened new WSFS Financial positions in Q4 2024 and 38 closed out, a net change of -10 holders.
  • The largest WSFS Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $69.4M added.
  • The largest WSFS Financial seller in Q4 2024 was Jennison Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2024.