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WSFS Financial
WSFS

Overview Fund Activity

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
–

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$17.7M
2
BCM
Basswood Capital Management
New York
$12.9M
3
Macquarie Group
Macquarie Group
Australia
$99.4M
4
CB
Cooke & Bieler
Pennsylvania
$46.3M
5
Jane Street
Jane Street
New York
$6.09M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$344M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
Goldman Sachs
Goldman Sachs
New York
$15.8M
4
State Street
State Street
Massachusetts
$161M
5
BlackRock
BlackRock
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
151
STRS Ohio
Ohio
$327K – – –
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$322K +$5.8K +112 +2%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$322K +$36.9K +711 +13%
WCA
154
Westover Capital Advisors
Delaware
$321K – – –
MML Investors Services
155
MML Investors Services
Massachusetts
$320K -$2.33K -45 -0.7%
AIP
156
Ameritas Investment Partners
Nebraska
$313K – – –
FFM
157
Forum Financial Management
Illinois
$291K -$2.18K -42 -0.7%
BBA
158
BLB&B Advisors
Pennsylvania
$291K +$291K +5,610 New
HighTower Advisors
159
HighTower Advisors
Illinois
$274K +$26.8K +516 +11%
GCP
160
GSA Capital Partners
United Kingdom
$267K +$267K +5,139 New
AFG
161
Allegheny Financial Group
Pennsylvania
$264K +$726 +14 +0.3%
MA
162
Mutual Advisors
Nebraska
$263K -$413 -8 -0.2%
PA
163
Profund Advisors
Maryland
$257K -$176K -3,389 -41%
QC
164
Quadrature Capital
United Kingdom
$256K +$256K +4,931 New
Truist Financial
165
Truist Financial
North Carolina
$254K -$8.51K -164 -3%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$252K +$16.9K +326 +7%
VPIM
167
Vanguard Personalized Indexing Management
California
$250K +$250K +4,816 New
Mariner
168
Mariner
Kansas
$249K +$18.2K +351 +8%
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$239K -$413K -7,954 -63%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$238K +$8.3K +160 +4%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$235K +$8.3K +160 +4%
JCM
172
Jacobi Capital Management
Pennsylvania
$233K – – –
AWM
173
Affinity Wealth Management
Delaware
$233K – – –
X
174
Xponance
Pennsylvania
$230K +$10.8K +209 +5%
BHCM
175
Brevan Howard Capital Management
Jersey
$226K +$226K +4,363 New
5 6
7
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