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WSFS Financial

310 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 97 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 115

90% less call options, than puts

Call options by funds: $22K | Put options by funds: $215K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
310
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
$22K
Puts
$215K
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$10.7M
3 +$6.33M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.32M
5
Morgan Stanley
Morgan Stanley
New York
+$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
276
Arax Advisory Partners
Colorado
$4.31K
WA
277
WPG Advisers
Maryland
$3.48K
SIS
278
Sound Income Strategies
Florida
$3.41K
MCM
279
MAI Capital Management
Ohio
$2.98K
HI
280
Harbour Investments
Wisconsin
$2.85K
JWA
281
JFS Wealth Advisors
Pennsylvania
$2.38K
NEWAS
282
N.E.W. Advisory Services
Wisconsin
$1.99K
TWD
283
True Wealth Design
Ohio
$1.99K
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$1.93K
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$1.82K
QCG
286
Quadrant Capital Group
Ohio
$1.71K
KFAS
287
Keating Financial Advisory Services
Kansas
$1.66K
IAIM
288
International Assets Investment Management
Florida
$1.49K
RWM
289
Rialto Wealth Management
New York
$1.27K
AGWCA
290
Annis Gardner Whiting Capital Advisors
Florida
$1.22K
FFO
291
Fortitude Family Office
Arizona
$1.22K
TF
292
Tompkins Financial
New York
$1.22K
CIAS
293
CBIZ Investment Advisory Services
Ohio
$901
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$663
BGAI
295
Bruce G. Allen Investments
Colorado
$663
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$663
FHA
297
Flagship Harbor Advisors
Massachusetts
$499
SIC
298
SJS Investment Consulting
Ohio
$498
LFG
299
Larson Financial Group
Missouri
$497
NSIM
300
North Star Investment Management
Illinois
$497