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WSFS Financial

259 hedge funds and large institutions have $2.73B invested in WSFS Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
79
Reduced
93
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
126
Verition Fund Management
Connecticut
$648K +$648K +12,491 New
MFGP
127
Marshall Financial Group (Pennsylvania)
Pennsylvania
$626K
UF
128
Univest Financial
Pennsylvania
$617K
P
129
&Partners
Tennessee
$611K +$44.1K +851 +8%
KK
130
KLP Kapitalforvaltning
Norway
$598K -$57.1K -1,100 -9%
EH
131
Equitable Holdings
New York
$592K +$1.14K +22 +0.2%
GT
132
Glenmede Trust
Pennsylvania
$581K +$48.6K +936 +9%
XT
133
XTX Topco
Cayman Islands
$580K +$358K +6,908 +161%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$554K
Russell Investments Group
135
Russell Investments Group
United Kingdom
$537K +$44.3K +854 +9%
AQR Capital Management
136
AQR Capital Management
Connecticut
$537K +$272K +5,240 +103%
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$525K +$254K +4,893 +94%
TSS
138
Two Sigma Securities
New York
$515K +$93.9K +1,811 +22%
IIM
139
Ironwood Investment Management
Massachusetts
$481K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$467K +$106K +2,047 +29%
SG Americas Securities
141
SG Americas Securities
New York
$456K +$456K +8,798 New
RA
142
Royce & Associates
New York
$453K
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$446K
MOACM
144
Mutual of America Capital Management
New York
$443K -$19.7K -380 -4%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$417K +$34.1K +658 +9%
HTC
146
Haverford Trust Company
Pennsylvania
$363K -$133K -2,557 -27%
AA
147
ALPS Advisors
Colorado
$358K +$358K +6,900 New
HSBC Holdings
148
HSBC Holdings
United Kingdom
$351K -$898K -17,364 -72%
FNBT
149
FineMark National Bank & Trust
Florida
$338K -$73.5K -1,417 -18%
Lido Advisors
150
Lido Advisors
California
$329K -$2.85K -55 -0.9%