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WSFS Financial

291 hedge funds and large institutions have $2.8B invested in WSFS Financial in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$22.4M)

19% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 105

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$103M
2 +$8.35M
3 +$7.8M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.62M
5
N
Numerai
California
+$5.98M

Top Sellers

1 -$14.8M
2 -$12.8M
3 -$12.4M
4
Franklin Resources
Franklin Resources
California
-$10M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$433K
Stifel Financial
152
Stifel Financial
Missouri
$425K
PVI
153
Pine Valley Investments
New Jersey
$415K
VI
154
Vestcor Inc
New Brunswick, Canada
$407K
QCM
155
Quantinno Capital Management
New York
$404K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$402K
Two Sigma Investments
157
Two Sigma Investments
New York
$391K
Balyasny Asset Management
158
Balyasny Asset Management
Illinois
$390K
HTC
159
Haverford Trust Company
Pennsylvania
$378K
SG Americas Securities
160
SG Americas Securities
New York
$376K
SCA
161
Sippican Capital Advisors
Massachusetts
$374K
FNBT
162
FineMark National Bank & Trust
Florida
$351K
Lido Advisors
163
Lido Advisors
California
$345K
SO
164
STRS Ohio
Ohio
$340K
MOACM
165
Mutual of America Capital Management
New York
$338K
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$336K
WCA
167
Westover Capital Advisors
Delaware
$334K
PD
168
Planning Directions
Pennsylvania
$333K
IFU
169
iSAM Funds (UK)
United Kingdom
$332K
GCP
170
GSA Capital Partners
United Kingdom
$325K
YIH
171
Y-Intercept (HK)
Hong Kong
$323K
CBU
172
CIBC Bancorp USA
Illinois
$322K
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$318K
FFM
174
Forum Financial Management
Illinois
$309K
BBA
175
BLB&B Advisors
Pennsylvania
$303K