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WSFS Financial

310 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 48 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
310
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
Russell Investments Group
126
Russell Investments Group
United Kingdom
$937K
AB
127
Amalgamated Bank
New York
$880K
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$868K
ASRS
129
Arizona State Retirement System
Arizona
$861K
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$850K
YCM
131
Yousif Capital Management
Michigan
$834K
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$820K
LAM
133
Lountzis Asset Management
Pennsylvania
$808K
SIM
134
SummerHaven Investment Management
Connecticut
$804K
Verition Fund Management
135
Verition Fund Management
Connecticut
$798K
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$791K
MCCA
137
Mill Creek Capital Advisors
Pennsylvania
$778K
VCA
138
Verdence Capital Advisors
Maryland
$773K
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$748K
Assenagon Asset Management
140
Assenagon Asset Management
Luxembourg
$746K
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$718K
GCM
142
Graham Capital Management
Connecticut
$696K
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$691K
GT
144
Glenmede Trust
Pennsylvania
$680K
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
$677K
KK
146
KLP Kapitalforvaltning
Norway
$659K
Fidelity Investments
147
Fidelity Investments
Massachusetts
$658K
GI
148
GAMCO Investors
Connecticut
$652K
Mariner
149
Mariner
Kansas
$644K
UF
150
Univest Financial
Pennsylvania
$642K