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WSFS Financial

286 hedge funds and large institutions have $2.8B invested in WSFS Financial in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 104 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$24M)

20% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 104

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$99.7M
2 +$7.97M
3 +$7.45M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.32M
5
N
Numerai
California
+$5.71M

Top Sellers

1 -$14.1M
2 -$12.3M
3 -$11.8M
4
Franklin Resources
Franklin Resources
California
-$9.58M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
126
Glenmede Investment Management
Pennsylvania
$767K
MCCA
127
Mill Creek Capital Advisors
Pennsylvania
$760K
VCA
128
Verdence Capital Advisors
Maryland
$752K
GI
129
GAMCO Investors
Connecticut
$734K
DT
130
Diversified Trust
Tennessee
$729K
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$680K
KK
132
KLP Kapitalforvaltning
Norway
$665K
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$658K
MFGP
134
Marshall Financial Group (Pennsylvania)
Pennsylvania
$651K
UF
135
Univest Financial
Pennsylvania
$626K
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$614K
MM
137
MQS Management
New York
$607K
BHCM
138
Brevan Howard Capital Management
Jersey
$576K
ProShare Advisors
139
ProShare Advisors
Maryland
$569K
P
140
&Partners
Tennessee
$563K
Cerity Partners
141
Cerity Partners
New York
$562K
VOYA Investment Management
142
VOYA Investment Management
Georgia
$552K
MWM
143
Modera Wealth Management
New Jersey
$551K
EH
144
Equitable Holdings
New York
$550K
TI
145
Tidal Investments
Wisconsin
$511K
IIM
146
Ironwood Investment Management
Massachusetts
$500K
RA
147
Royce & Associates
New York
$471K
ACM
148
Aquatic Capital Management
Illinois
$466K
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$464K
MSRPS
150
Maryland State Retirement & Pension System
Maryland
$434K