WSFS icon

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 %
A
176
AlphaQuest
New York
$276K +$189K +3,432 +217%
GCM
177
Graham Capital Management
Connecticut
$266K -$1.6M -29,051 -86%
Truist Financial
178
Truist Financial
North Carolina
$265K -$3.74K -68 -1%
HighTower Advisors
179
HighTower Advisors
Illinois
$263K -$27.1K -493 -9%
PA
180
Profund Advisors
Maryland
$262K -$10.8K -196 -4%
GC
181
Guggenheim Capital
Illinois
$257K +$25.1K +457 +11%
X
182
Xponance
Pennsylvania
$248K +$3.69K +67 +2%
JCM
183
Jacobi Capital Management
Pennsylvania
$248K – – –
Focus Partners Wealth
184
Focus Partners Wealth
Massachusetts
$247K -$5.45K -99 -2%
VPIM
185
Vanguard Personalized Indexing Management
California
$247K -$19.1K -347 -7%
AWM
186
Affinity Wealth Management
Delaware
$245K -$1.76K -32 -0.7%
Mariner
187
Mariner
Kansas
$245K -$19.5K -354 -7%
KAS
188
Kestra Advisory Services
Texas
$241K +$5.67K +103 +2%
SC
189
Savant Capital
Illinois
$240K +$240K +4,357 New
EGM
190
Engineers Gate Manager
New York
$238K +$238K +4,333 New
VF
191
Virtu Financial
New York
$236K +$236K +4,289 New
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$235K -$14.4K -261 -6%
ST
193
Sageworth Trust
Pennsylvania
$230K – – –
QCM
194
Quantinno Capital Management
New York
$228K +$228K +4,146 New
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$227K +$227K +3,850 New
MML Investors Services
196
MML Investors Services
Massachusetts
$226K -$114K -2,068 -34%
SI
197
Stephens Inc
Arkansas
$226K – – –
LSA
198
Lansing Street Advisors
Pennsylvania
$223K – – –
PWPS
199
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +4,038 New
VT
200
Vise Technologies
New York
$220K +$220K +4,008 New
6 7
8
9 10