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WSFS Financial
WSFS

Overview Fund Activity

280 hedge funds and large institutions have $2.82B invested in WSFS Financial in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+21
Holders Change %
+8.11%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
78
Reduced
108
Closed
16
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$358K

Top Buyers

1
Millennium Management
Millennium Management
New York
$17.1M
2
EP
Edgestream Partners
New Jersey
$8.83M
3
Raymond James Financial
Raymond James Financial
Florida
$24.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Axa
Axa
France
$4.72M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.7M
2
BlackRock
BlackRock
New York
$449M
3
Vanguard Group
Vanguard Group
Pennsylvania
$350M
4
Bank of America
Bank of America
North Carolina
$41M
5
BCM
Basswood Capital Management
New York
$94.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$401K -$68.6K -1,248 -15%
CWM
152
CIBC World Markets
New York
$393K -$321K -5,835 -45%
AA
153
ALPS Advisors
Colorado
$387K +$7.43K +135 +2%
HTC
154
Haverford Trust Company
Pennsylvania
$385K – – –
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$383K +$383K +6,956 New
MM
156
MQS Management
New York
$366K +$366K +6,652 New
FNBT
157
FineMark National Bank & Trust
Florida
$358K – – –
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$349K +$95.5K +1,736 +38%
SO
159
STRS Ohio
Ohio
$347K – – –
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$342K +$385 +7 +0.1%
WCA
161
Westover Capital Advisors
Delaware
$340K – – –
Lido Advisors
162
Lido Advisors
California
$339K -$9.35K -170 -3%
PD
163
Planning Directions
Pennsylvania
$339K +$339K +6,157 New
AIP
164
Ameritas Investment Partners
Nebraska
$331K – – –
FFM
165
Forum Financial Management
Illinois
$315K +$6.38K +116 +2%
BBA
166
BLB&B Advisors
Pennsylvania
$309K – – –
I
167
InceptionR
California
$304K +$304K +5,529 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$302K +$34.8K +633 +13%
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$302K -$39.6K -720 -12%
Citadel Advisors
170
Citadel Advisors
Florida
$296K +$296K +5,378 New
EFG
171
Ethos Financial Group
Pennsylvania
$287K +$287K +5,225 New
MA
172
Mutual Advisors
Nebraska
$286K – – –
SG
173
Strid Group
Pennsylvania
$281K +$281K +5,103 New
AFG
174
Allegheny Financial Group
Pennsylvania
$280K +$880 +16 +0.3%
EC
175
EntryPoint Capital
New York
$278K +$278K +5,050 New
5 6
7
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