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WSFS Financial
WSFS

Overview Fund Activity

280 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, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+21
Holders Change %
+8.11%
% of All Funds
3.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
78
Reduced
108
Closed
16
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$358K

Top Buyers

1
Millennium Management
Millennium Management
New York
$17.1M
2
EP
Edgestream Partners
New Jersey
$8.83M
3
Raymond James Financial
Raymond James Financial
Florida
$24.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Axa
Axa
France
$4.72M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.7M
2
BlackRock
BlackRock
New York
$449M
3
Vanguard Group
Vanguard Group
Pennsylvania
$350M
4
Bank of America
Bank of America
North Carolina
$41M
5
BCM
Basswood Capital Management
New York
$94.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
251
Jones Financial Companies
Missouri
$5.78K +$1.65K +30 +40%
PTC
252
Private Trust Company
Ohio
$4.95K – – –
BFS
253
Bare Financial Services
Pennsylvania
$4.95K +$3.41K +62 +221%
WA
254
WPG Advisers
Maryland
$4.29K -$110 -2 -3%
MCM
255
MAI Capital Management
Ohio
$3.63K +$880 +16 +32%
TC
256
Truvestments Capital
Florida
$3.19K – – –
HI
257
Harbour Investments
Wisconsin
$2.82K – – –
TSMHT
258
Thurston Springer Miller Herd & Titak
Indiana
$2.81K – – –
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$2.09K – – –
NEWAS
260
N.E.W. Advisory Services
Wisconsin
$1.98K – – –
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$1.82K – – –
GWM
262
Geneos Wealth Management
Colorado
$1.65K -$3.3K -60 -67%
TWD
263
True Wealth Design
Ohio
$1.54K -$55 -1 -3%
JWA
264
JFS Wealth Advisors
Pennsylvania
$1.43K -$1.27K -23 -47%
SPIA
265
Steward Partners Investment Advisory
New York
$1.1K -$9.24K -168 -89%
RWM
266
Rialto Wealth Management
New York
$1.05K +$1.05K +19 New
FFO
267
Fortitude Family Office
Arizona
$935 +$935 +17 New
AssetMark Inc
268
AssetMark Inc
California
$880 – – –
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$660 – – –
BGAI
270
Bruce G. Allen Investments
Colorado
$605 – – –
LFG
271
Larson Financial Group
Missouri
$550 -$715 -13 -57%
AAP
272
Arax Advisory Partners
Colorado
$550 – – –
HNB
273
Huntington National Bank
Ohio
$495 – – –
SIC
274
SJS Investment Consulting
Ohio
$440 -$330 -6 -43%
HIA
275
HFM Investment Advisors
New Jersey
$330 +$220 +4 +200%
8 9 10
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