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WSFS Financial

308 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 46 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
308
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
Creative Planning
101
Creative Planning
Kansas
$1.64M
ACB
102
Aristotle Capital Boston
Massachusetts
$1.59M
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.49M
Mirae Asset Global ETFs Holdings
104
Mirae Asset Global ETFs Holdings
Hong Kong
$1.43M
DFCM
105
Dark Forest Capital Management
Puerto Rico
$1.43M
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$1.38M
XT
107
XTX Topco
Cayman Islands
$1.37M
PAG
108
Private Advisor Group
New Jersey
$1.36M
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.32M
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.27M
Victory Capital Management
111
Victory Capital Management
Texas
$1.26M
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$1.25M
LPL Financial
113
LPL Financial
California
$1.22M
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$1.22M
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$1.07M
QT
116
Quantbot Technologies
New York
$1.07M
SM
117
Salzhauer Michael
$1.07M
Man Group
118
Man Group
United Kingdom
$1.03M
EMPI
119
Elo Mutual Pension Insurance
Finland
$1.02M
TC
120
TwinBeech Capital
New York
$1.01M
BMCM
121
Bryn Mawr Capital Management
Pennsylvania
$967K
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$961K
ET
123
Entropy Technologies
New York
$961K
EGM
124
Engineers Gate Manager
New York
$953K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$937K