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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
Bessemer Group
101
Bessemer Group
New Jersey
$1.04M -$6.86K -126 -0.6%
GCM
102
Graham Capital Management
Connecticut
$1.03M +$1.06M +19,448 New
MWM
103
Modera Wealth Management
New Jersey
$970K -$783K -14,382 -44%
Stifel Financial
104
Stifel Financial
Missouri
$950K +$29.7K +546 +3%
ProShare Advisors
105
ProShare Advisors
Maryland
$947K -$373K -6,864 -28%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$926K
Jane Street
107
Jane Street
New York
$919K -$5.27M -96,853 -85%
AB
108
Amalgamated Bank
New York
$916K -$9.69K -178 -1%
ASRS
109
Arizona State Retirement System
Arizona
$913K -$6.69K -123 -0.7%
KTA
110
Keeley-Teton Advisors
Illinois
$855K -$791K -14,543 -47%
LAM
111
Lountzis Asset Management
Pennsylvania
$801K -$105K -1,929 -11%
I
112
InceptionR
California
$765K +$784K +14,404 New
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$753K -$16.8K -308 -2%
MCCA
114
Mill Creek Capital Advisors
Pennsylvania
$748K
VCA
115
Verdence Capital Advisors
Maryland
$744K -$599K -11,000 -44%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$739K -$5.44K -100 -0.7%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$738K +$167K +3,064 +28%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$728K +$76.2K +1,400 +11%
SA
119
Sanctuary Advisors
Indiana
$714K -$1.63K -30 -0.2%
DT
120
Diversified Trust
Tennessee
$680K +$54 +1 +0%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$680K -$29.2K -537 -4%
KK
122
KLP Kapitalforvaltning
Norway
$671K +$687K +12,630 New
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$671K +$687K +12,625 New
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$668K -$5.17K -95 -0.7%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$667K -$619K -11,369 -48%

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.