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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
MFGP
126
Marshall Financial Group (Pennsylvania)
Pennsylvania
$642K
UF
127
Univest Financial
Pennsylvania
$632K
EH
128
Equitable Holdings
New York
$605K +$1.2K +22 +0.2%
HC
129
Henshaw Capital
Massachusetts
$590K
P
130
&Partners
Tennessee
$584K +$15K +275 +3%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$567K
AACP
132
Advantage Alpha Capital Partners
California
$566K +$64.3K +1,182 +12%
FHB
133
First Hawaiian Bank
Hawaii
$557K
Holocene Advisors
134
Holocene Advisors
New York
$556K +$570K +10,471 New
GT
135
Glenmede Trust
Pennsylvania
$545K +$53.3K +979 +11%
HTC
136
Haverford Trust Company
Pennsylvania
$508K -$73.5K -1,350 -12%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$505K +$3.05K +56 +0.6%
IIM
138
Ironwood Investment Management
Massachusetts
$493K
MOACM
139
Mutual of America Capital Management
New York
$474K +$381 +7 +0.1%
RA
140
Royce & Associates
New York
$464K -$3.78M -69,436 -89%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$457K -$544 -10 -0.1%
PA
142
Profund Advisors
Maryland
$443K +$141K +2,588 +45%
TSS
143
Two Sigma Securities
New York
$431K -$23.3K -429 -5%
FNBT
144
FineMark National Bank & Trust
Florida
$421K
PVI
145
Pine Valley Investments
New Jersey
$407K -$272 -5 -0.1%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$392K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$370K +$39.2K +720 +12%
Lido Advisors
148
Lido Advisors
California
$339K +$90.4K +1,662 +35%
SO
149
STRS Ohio
Ohio
$335K
MML Investors Services
150
MML Investors Services
Massachusetts
$330K -$11.2K -206 -3%

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.