WSFS icon

WSFS Financial

291 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, 85 increasing their positions, 105 reducing their positions, and 29 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 funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$22.4M)

19% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 105

Holders
291
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 +$103M
2 +$8.35M
3 +$7.8M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.62M
5
N
Numerai
California
+$5.98M

Top Sellers

1 -$14.8M
2 -$12.8M
3 -$12.4M
4
Franklin Resources
Franklin Resources
California
-$10M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
251
Versant Capital Management
Arizona
$15.1K
Optiver Holding
252
Optiver Holding
Netherlands
$14K
PA
253
Parallel Advisors
California
$13.5K
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$13.5K
UB
255
UMB Bank
Missouri
$12.8K
RFP
256
Root Financial Partners
California
$9.6K
IA
257
IFP Advisors
Florida
$7.87K
HWM
258
Hemington Wealth Management
Virginia
$7K
ACM
259
Aster Capital Management
United Arab Emirates
$6.36K
PWMG
260
Private Wealth Management Group
New Jersey
$6.2K
RIL
261
Rothschild Investment LLC
Illinois
$6.04K
PTC
262
Private Trust Company
Ohio
$5.88K
AF
263
Allworth Financial
California
$5.45K
DB
264
Danske Bank
Denmark
$5.39K
BFS
265
Bare Financial Services
Pennsylvania
$4.85K
WA
266
WPG Advisers
Maryland
$3.34K
SL
267
Salomon & Ludwin
Virginia
$2.86K
HI
268
Harbour Investments
Wisconsin
$2.77K
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$2.05K
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$1.94K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$1.78K
QCG
272
Quadrant Capital Group
Ohio
$1.67K
TWD
273
True Wealth Design
Ohio
$1.51K
JWA
274
JFS Wealth Advisors
Pennsylvania
$1.4K
RWM
275
Rialto Wealth Management
New York
$1.08K