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WSFS Financial
WSFS

Overview Fund Activity

259 hedge funds and large institutions have $2.73B invested in WSFS Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
79
Reduced
93
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$17.7M
2
BCM
Basswood Capital Management
New York
$12.9M
3
Macquarie Group
Macquarie Group
Australia
$99.4M
4
CB
Cooke & Bieler
Pennsylvania
$46.3M
5
Jane Street
Jane Street
New York
$6.09M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$344M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
Goldman Sachs
Goldman Sachs
New York
$15.8M
4
State Street
State Street
Massachusetts
$161M
5
BlackRock
BlackRock
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
251
Global Financial Private Client
Florida
$519 +$311 +6 +150%
HFS
252
Hughes Financial Services
Virginia
$469 +$469 +9 New
HNB
253
Huntington National Bank
Ohio
$467 -$4.41K -85 -90%
AWM
254
Abound Wealth Management
Tennessee
$208 +$208 +4 New
BHWM
255
Bay Harbor Wealth Management
Maryland
$155 +$155 +3 New
PWM
256
Parkworth Wealth Management
California
$104 – – –
HIA
257
HFM Investment Advisors
New Jersey
$104 +$104 +2 New
MCM
258
Manchester Capital Management
Vermont
$52 – – –
TFM
259
TFC Financial Management
Massachusetts
$52 – – –
Norges Bank
260
Norges Bank
Norway
– -$32.8M -616,887 Closed
Assenagon Asset Management
261
Assenagon Asset Management
Luxembourg
– -$13.5M -254,616 Closed
EGM
262
Engineers Gate Manager
New York
– -$1.71M -32,124 Closed
Canada Pension Plan Investment Board
263
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.41M -26,600 Closed
I
264
InceptionR
California
– -$765K -14,404 Closed
FHB
265
First Hawaiian Bank
Hawaii
– -$557K -10,480 Closed
Holocene Advisors
266
Holocene Advisors
New York
– -$556K -10,471 Closed
NSAM
267
North Star Asset Management
Wisconsin
– -$257K -4,828 Closed
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
– -$242K -4,558 Closed
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
– -$213K -4,016 Closed
CGH
270
Crossmark Global Holdings
Texas
– -$207K -3,904 Closed
NAAA
271
New Age Alpha Advisors
New York
– -$149K -2,796 Closed
ACM
272
Aster Capital Management
United Arab Emirates
– -$8.71K -164 Closed
CFGS
273
Concourse Financial Group Securities
Alabama
– -$6.28K -117 Closed
CIAM
274
Caitong International Asset Management
Hong Kong
– -$5.37K -101 Closed
EBA
275
Eagle Bay Advisors
New York
– -$2.02K -38 Closed
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