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WSFS Financial

289 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, 84 increasing their positions, 105 reducing their positions, and 30 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 ownership

Funds ownership:

more funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$24.3M)

20% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 105

Holders
289
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 +$99.7M
2 +$7.97M
3 +$7.45M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.32M
5
N
Numerai
California
+$5.71M

Top Sellers

1 -$14.1M
2 -$12.3M
3 -$11.8M
4
Franklin Resources
Franklin Resources
California
-$9.58M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.12M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
176
Vanguard Personalized Indexing Management
California
$297K
State of Wisconsin Investment Board
177
State of Wisconsin Investment Board
Wisconsin
$295K
Mariner
178
Mariner
Kansas
$292K
EFG
179
Ethos Financial Group
Pennsylvania
$283K
BAM
180
Blueshift Asset Management
New Jersey
$279K
HighTower Advisors
181
HighTower Advisors
Illinois
$276K
AFG
182
Allegheny Financial Group
Pennsylvania
$276K
SG
183
Strid Group
Pennsylvania
$275K
PAS
184
Point72 Asia (Singapore)
Singapore
$272K
MA
185
Mutual Advisors
Nebraska
$268K
DTL
186
Dynamic Technology Lab
Singapore
$257K
AIP
187
Ameritas Investment Partners
Nebraska
$252K
SC
188
Savant Capital
Illinois
$247K
JCM
189
Jacobi Capital Management
Pennsylvania
$243K
PA
190
Profund Advisors
Maryland
$241K
AWM
191
Affinity Wealth Management
Delaware
$241K
X
192
Xponance
Pennsylvania
$237K
KAS
193
Kestra Advisory Services
Texas
$236K
Creative Planning
194
Creative Planning
Kansas
$235K
IC
195
IEQ Capital
California
$234K
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$233K
Truist Financial
197
Truist Financial
North Carolina
$232K
AG
198
Ascent Group
Virginia
$232K
PA
199
PharVision Advisers
Florida
$231K
Two Sigma Advisers
200
Two Sigma Advisers
New York
$229K