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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 %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$24.2M -$664K -12,071 -3%
Morgan Stanley
27
Morgan Stanley
New York
$23.9M +$881K +16,025 +4%
Boston Partners
28
Boston Partners
Massachusetts
$19.2M +$371K +6,755 +2%
Principal Financial Group
29
Principal Financial Group
Iowa
$18.1M +$297K +5,392 +2%
Millennium Management
30
Millennium Management
New York
$17.1M +$13.1M +238,593 +328%
Goldman Sachs
31
Goldman Sachs
New York
$14.7M -$2.1M -38,168 -13%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$12.8M +$48.1K +875 +0.4%
Renaissance Technologies
33
Renaissance Technologies
New York
$12.8M +$5.73M +104,200 +81%
Fisher Asset Management
34
Fisher Asset Management
Washington
$12.6M +$7.26K +132 +0.1%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$11.8M -$67.4K -1,225 -0.6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$11.2M -$1.07M -19,396 -9%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$10.7M -$402K -7,303 -4%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.6M +$414K +7,530 +4%
NL
39
Nuveen LLC
North Carolina
$10.6M -$2.18M -39,656 -17%
EARNEST Partners
40
EARNEST Partners
Georgia
$10.1M -$5.14M -93,381 -34%
Wells Fargo
41
Wells Fargo
California
$9.92M -$2.16M -39,221 -18%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$9.27M -$1.54K -28 -0%
UBS AM
43
UBS AM
Illinois
$9.05M +$2.75M +50,052 +44%
EP
44
Edgestream Partners
New Jersey
$8.83M +$8.83M +160,619 New
Jane Street
45
Jane Street
New York
$8.7M +$2.24M +40,767 +35%
Legal & General Group
46
Legal & General Group
United Kingdom
$8.6M -$196K -3,569 -2%
ClearBridge Investments
47
ClearBridge Investments
New York
$8.53M -$1.72M -31,221 -17%
GLA
48
Great Lakes Advisors
Illinois
$8.42M -$709K -12,895 -8%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$7.97M +$258K +4,691 +3%
UBS Group
50
UBS Group
Switzerland
$7.69M +$1.98M +36,020 +35%
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