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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
WCA
151
Westover Capital Advisors
Delaware
$329K
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$324K +$272 +5 +0.1%
AIP
153
Ameritas Investment Partners
Nebraska
$320K
FFM
154
Forum Financial Management
Illinois
$301K -$21.1K -387 -6%
CWM
155
CIBC World Markets
New York
$294K +$301K +5,533 New
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$292K +$9.3K +171 +3%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$278K -$453K -8,329 -61%
MA
158
Mutual Advisors
Nebraska
$272K
AQR Capital Management
159
AQR Capital Management
Connecticut
$271K +$278K +5,107 New
AFG
160
Allegheny Financial Group
Pennsylvania
$269K +$653 +12 +0.2%
Truist Financial
161
Truist Financial
North Carolina
$269K -$5.44K -100 -2%
NSAM
162
North Star Asset Management
Wisconsin
$257K -$30.1K -553 -10%
HighTower Advisors
163
HighTower Advisors
Illinois
$253K +$15.8K +290 +6%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$242K +$1.96K +36 +0.8%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$241K +$13.9K +255 +6%
JCM
166
Jacobi Capital Management
Pennsylvania
$239K
AWM
167
Affinity Wealth Management
Delaware
$239K
Mariner
168
Mariner
Kansas
$237K +$11.7K +215 +5%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$236K +$1.36K +25 +0.6%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$232K +$238K +4,370 New
XT
171
XTX Topco
Cayman Islands
$228K +$233K +4,282 New
X
172
Xponance
Pennsylvania
$225K +$230K +4,230 New
ST
173
Sageworth Trust
Pennsylvania
$222K
SI
174
Stephens Inc
Arkansas
$218K
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$217K +$5.88K +108 +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.