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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$6.19M -$43.5K -800 -0.7%
Citigroup
52
Citigroup
New York
$6.09M +$511K +9,389 +9%
First Trust Advisors
53
First Trust Advisors
Illinois
$6.07M +$980K +18,017 +19%
CIC
54
Crawford Investment Counsel
Georgia
$6.06M -$174K -3,205 -3%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$4.99M -$224K -4,114 -4%
UBS Group
56
UBS Group
Switzerland
$4.47M +$1.95M +35,791 +74%
WCM
57
Wedge Capital Management
North Carolina
$3.59M -$27.5K -506 -0.7%
Canada Life
58
Canada Life
Manitoba, Canada
$3.49M -$96.7K -1,777 -3%
Prudential Financial
59
Prudential Financial
New Jersey
$3.18M -$1.57M -28,850 -33%
ACB
60
Aristotle Capital Boston
Massachusetts
$3.16M -$214K -3,941 -6%
WSFS
61
Wilmington Savings Fund Society
Delaware
$3.14M +$85.9K +1,578 +3%
SEI Investments
62
SEI Investments
Pennsylvania
$2.99M +$1.13M +20,784 +58%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.94M -$73.6K -1,353 -2%
Comerica Bank
64
Comerica Bank
Texas
$2.87M +$410K +7,530 +16%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$2.76M -$1.43M -26,284 -34%
HFS
66
Hantz Financial Services
Michigan
$2.75M -$173K -3,187 -6%
Deutsche Bank
67
Deutsche Bank
Germany
$2.75M +$934K +17,165 +50%
Rafferty Asset Management
68
Rafferty Asset Management
New York
$2.75M -$169K -3,098 -6%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$2.56M -$188K -3,449 -7%
SCP
70
Siena Capital Partners
Illinois
$2.33M
Pathstone Holdings
71
Pathstone Holdings
New Jersey
$2.21M +$483K +8,883 +27%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$2.14M +$87.4K +1,607 +4%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$1.94M -$174K -3,199 -8%
MIM
74
MetLife Investment Management
New Jersey
$1.89M +$136K +2,503 +8%
CIM
75
Corbyn Investment Management
Maryland
$1.79M -$49.8K -916 -3%

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.