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WSFS Financial

281 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, 109 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$358K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.1M
2 +$8.83M
3 +$5.83M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.73M
5
Axa
Axa
France
+$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
251
Private Wealth Management Group
New Jersey
$6.33K
Jones Financial Companies
252
Jones Financial Companies
Missouri
$5.78K
PTC
253
Private Trust Company
Ohio
$4.95K
BFS
254
Bare Financial Services
Pennsylvania
$4.95K
WA
255
WPG Advisers
Maryland
$4.29K
MCM
256
MAI Capital Management
Ohio
$3.63K
TC
257
Truvestments Capital
Florida
$3.19K
HI
258
Harbour Investments
Wisconsin
$2.82K
TSMHT
259
Thurston Springer Miller Herd & Titak
Indiana
$2.81K
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$2.09K
NEWAS
261
N.E.W. Advisory Services
Wisconsin
$1.98K
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$1.81K
GWM
263
Geneos Wealth Management
Colorado
$1.65K
TWD
264
True Wealth Design
Ohio
$1.54K
JWA
265
JFS Wealth Advisors
Pennsylvania
$1.43K
SPIA
266
Steward Partners Investment Advisory
New York
$1.1K
RWM
267
Rialto Wealth Management
New York
$1.04K
FFO
268
Fortitude Family Office
Arizona
$935
AssetMark Inc
269
AssetMark Inc
California
$880
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$660
BGAI
271
Bruce G. Allen Investments
Colorado
$605
LFG
272
Larson Financial Group
Missouri
$550
AAP
273
Arax Advisory Partners
Colorado
$550
HNB
274
Huntington National Bank
Ohio
$495
SIC
275
SJS Investment Consulting
Ohio
$440