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WSFS Financial
WSFS

Overview Fund Activity

248 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-13
Holders Change %
-4.98%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
80
Reduced
81
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89.7M
2
State Street
2
State Street
Massachusetts
$176M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$13.5M
4
GLA
4
Great Lakes Advisors
Illinois
$9.01M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.7M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Franklin Resources
2
Franklin Resources
California
$135M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$27.2M
5
Jane Street
5
Jane Street
New York
$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$324K +$265 +5 +0.1%
AIP
152
Ameritas Investment Partners
Nebraska
$320K – – –
FFM
153
Forum Financial Management
Illinois
$301K -$20.6K -387 -6%
CWM
154
CIBC World Markets
New York
$294K +$294K +5,533 New
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$292K +$9.09K +171 +3%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$278K -$443K -8,329 -61%
MA
157
Mutual Advisors
Nebraska
$272K – – –
AQR Capital Management
158
AQR Capital Management
Connecticut
$271K +$271K +5,107 New
AFG
159
Allegheny Financial Group
Pennsylvania
$269K +$638 +12 +0.2%
Truist Financial
160
Truist Financial
North Carolina
$269K -$5.31K -100 -2%
NSAM
161
North Star Asset Management
Wisconsin
$257K -$29.4K -553 -10%
HighTower Advisors
162
HighTower Advisors
Illinois
$253K +$15.4K +290 +6%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$242K +$1.91K +36 +0.8%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$241K +$13.5K +255 +6%
JCM
165
Jacobi Capital Management
Pennsylvania
$239K – – –
AWM
166
Affinity Wealth Management
Delaware
$239K – – –
Mariner
167
Mariner
Kansas
$237K +$11.4K +215 +5%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$236K +$1.33K +25 +0.6%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$232K +$232K +4,370 New
XT
170
XTX Topco
Cayman Islands
$228K +$228K +4,282 New
X
171
Xponance
Pennsylvania
$225K +$225K +4,230 New
ST
172
Sageworth Trust
Pennsylvania
$222K – – –
SI
173
Stephens Inc
Arkansas
$218K – – –
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$217K +$5.74K +108 +3%
KAS
175
Kestra Advisory Services
Texas
$216K +$216K +4,062 New
5 6
7
8 9