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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
Mirae Asset Global ETFs Holdings
76
Mirae Asset Global ETFs Holdings
Hong Kong
$1.79M +$69.4K +1,276 +4%
SOADOR
77
State of Alaska Department of Revenue
Alaska
$1.78M -$18.7K -343 -1%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$1.75M -$305K -5,606 -15%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.74M -$81.7K -1,501 -4%
IMRF
80
Illinois Municipal Retirement Fund
Illinois
$1.71M -$101K -1,852 -5%
EGM
81
Engineers Gate Manager
New York
$1.71M +$699K +12,843 +67%
AAS
82
Avantax Advisory Services
Texas
$1.69M +$26.8K +493 +2%
CF
83
Corebridge Financial
Texas
$1.67M -$135K -2,473 -7%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$1.52M
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$1.51M -$10.9K -200 -0.7%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$1.49M
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$1.41M
PAG
88
Private Advisor Group
New Jersey
$1.4M -$129K -2,373 -8%
IIM
89
INTECH Investment Management
Florida
$1.38M +$583K +10,723 +70%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$1.36M +$526K +9,663 +61%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$1.31M -$5.44K -100 -0.4%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$1.28M +$907K +16,671 +223%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1.19M -$25.5K -469 -2%
YCM
94
Yousif Capital Management
Michigan
$1.19M -$31.6K -580 -3%
Millennium Management
95
Millennium Management
New York
$1.17M -$2.19M -40,241 -65%
Victory Capital Management
96
Victory Capital Management
Texas
$1.13M -$840K -15,442 -42%
SM
97
Salzhauer Michael
$1.13M
LPL Financial
98
LPL Financial
California
$1.12M +$14K +257 +1%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
MSRPS
100
Maryland State Retirement & Pension System
Maryland
$1.06M -$8.27K -152 -0.8%

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.