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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
3.76%
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 %
AWM
276
Abound Wealth Management
Tennessee
$220 – – –
BHWM
277
Bay Harbor Wealth Management
Maryland
$165 – – –
PWM
278
Parkworth Wealth Management
California
$110 – – –
TFM
279
TFC Financial Management
Massachusetts
$55 – – –
MCM
280
Manchester Capital Management
Vermont
$55 – – –
Voloridge Investment Management
281
Voloridge Investment Management
Florida
– -$1.92M -36,936 Closed
CF
282
Corebridge Financial
Texas
– -$1.59M -30,564 Closed
SSA
283
Schonfeld Strategic Advisors
New York
– -$1.05M -20,308 Closed
Verition Fund Management
284
Verition Fund Management
Connecticut
– -$648K -12,491 Closed
TSS
285
Two Sigma Securities
New York
– -$515K -9,922 Closed
QC
286
Quadrature Capital
United Kingdom
– -$256K -4,931 Closed
Creative Planning
287
Creative Planning
Kansas
– -$221K -4,264 Closed
AACP
288
Advantage Alpha Capital Partners
California
– -$216K -4,173 Closed
USAA
289
United Services Automobile Association
Texas
– -$204K -3,942 Closed
CCM
290
Coldstream Capital Management
Washington
– -$8.82K -170 Closed
QCG
291
Quadrant Capital Group
Ohio
– -$4.67K -90 Closed
MFA
292
McClarren Financial Advisors
Pennsylvania
– -$130K -51 Closed
SC
293
Stephens Consulting
Michigan
– -$1.04K -20 Closed
HCP
294
Hexagon Capital Partners
Arkansas
– -$882 -17 Closed
GFPC
295
Global Financial Private Client
Florida
– -$519 -10 Closed
HFS
296
Hughes Financial Services
Virginia
– -$469 -9 Closed
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