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WSFS Financial

250 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $515K | Put options by funds: $64K

6% more capital invested

Capital invested by funds: $2.71B → $2.86B (+$154M)

1.93% more ownership

Funds ownership: 89.5%91.42% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 82

5% less funds holding

Funds holding: 264250 (-14)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
81
Reduced
82
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$25.3M -$2.97M -54,623 -10%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$24.9M -$1.23M -22,542 -5%
Raymond James Financial
28
Raymond James Financial
Florida
$18.2M +$18.6M +341,943 New
Principal Financial Group
29
Principal Financial Group
Iowa
$16.9M +$594K +10,915 +4%
EARNEST Partners
30
EARNEST Partners
Georgia
$16.2M +$235K +4,325 +1%
Fisher Asset Management
31
Fisher Asset Management
Washington
$14.2M +$2.56M +47,028 +21%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$13.5M +$12.3M +226,933 +820%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$13.3M +$397K +7,293 +3%
N
34
Nuveen
North Carolina
$12.4M -$1.42K -26 -0%
Wells Fargo
35
Wells Fargo
California
$12.2M +$160K +2,947 +1%
ClearBridge Investments
36
ClearBridge Investments
New York
$12.1M -$120K -2,202 -1%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$12.1M +$1.2M +21,990 +11%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$11.7M +$880K +16,176 +8%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$10.7M -$807K -14,827 -7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$9.51M +$35.3K +648 +0.4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$9.4M -$80.6K -1,481 -0.8%
GLA
42
Great Lakes Advisors
Illinois
$9.01M +$5.93M +108,968 +180%
Legal & General Group
43
Legal & General Group
United Kingdom
$8.77M +$91.4K +1,680 +1%
Renaissance Technologies
44
Renaissance Technologies
New York
$8.44M -$165K -3,029 -2%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.8M +$1.14M +21,028 +17%
Ameriprise
46
Ameriprise
Minnesota
$7.4M -$816K -15,004 -10%
UBS AM
47
UBS AM
Illinois
$7.12M +$352K +6,468 +5%
BCM
48
Bridgeway Capital Management
Texas
$6.95M
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$6.68M -$62.2K -1,143 -0.9%
Barclays
50
Barclays
United Kingdom
$6.54M +$151K +2,769 +2%

WSFS Hedge Fund Activity: Q4 2024 in Review

250 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2024, worth a combined $2.86B — up 5.7% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WSFS and 28 opened new positions — a net loss of 10 holders — while 82 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $69.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held WSFS Financial (WSFS) as of Q4 2024, down from 264 in Q3 2024.
  • Funds reported $2.86B of WSFS Financial stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 28 funds opened new WSFS Financial positions in Q4 2024 and 38 closed out, a net change of -10 holders.
  • The largest WSFS Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $69.4M added.
  • The largest WSFS Financial seller in Q4 2024 was Jennison Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2024.