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WSFS Financial

250 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $515K | Put options by funds: $64K

6% more capital invested

Capital invested by funds: $2.71B → $2.86B (+$154M)

1.93% more ownership

Funds ownership: 89.5%91.42% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 82

5% less funds holding

Funds holding: 264250 (-14)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
81
Reduced
82
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$216K +$221K +4,062 New
LSA
177
Lansing Street Advisors
Pennsylvania
$215K
Mackenzie Financial
178
Mackenzie Financial
Ontario, Canada
$213K
CGH
179
Crossmark Global Holdings
Texas
$207K +$212K +3,904 New
SAM
180
Smartleaf Asset Management
Massachusetts
$176K +$43.7K +804 +32%
Osaic Holdings
181
Osaic Holdings
Arizona
$175K +$3.86K +71 +2%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$171K
BBPWM
183
Blue Bell Private Wealth Management
Pennsylvania
$160K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$157K
TRCT
185
Tower Research Capital (TRC)
New York
$155K -$261K -4,802 -62%
KBC Group
186
KBC Group
Belgium
$153K +$63.8K +1,172 +68%
US Bancorp
187
US Bancorp
Minnesota
$149K
NAAA
188
New Age Alpha Advisors
New York
$149K +$152K +2,796 New
SCM
189
Sterling Capital Management
North Carolina
$99K +$90.2K +1,657 +804%
A
190
AlphaQuest
New York
$83.9K +$86K +1,580 New
PIS
191
POM Investment Strategies
North Carolina
$80K
GI
192
GAMMA Investing
California
$79.1K +$2.01K +37 +3%
SC
193
SouthState Corp
Florida
$53.1K
KFI
194
Key Financial Inc
Pennsylvania
$52.1K
AF
195
Advisornet Financial
Minnesota
$50.5K
VWA
196
VSM Wealth Advisory
Maryland
$39.8K +$40.8K +750 New
GRP
197
Global Retirement Partners
California
$39.4K +$871 +16 +2%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.6K +$653 +12 +2%
CWM
199
Crowley Wealth Management
Delaware
$31.9K +$32.6K +600 New
FFA
200
Farther Finance Advisors
California
$30.4K +$29.9K +550 +2,500%

WSFS Hedge Fund Activity: Q4 2024 in Review

250 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2024, worth a combined $2.86B — up 5.7% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WSFS and 28 opened new positions — a net loss of 10 holders — while 82 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $69.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held WSFS Financial (WSFS) as of Q4 2024, down from 264 in Q3 2024.
  • Funds reported $2.86B of WSFS Financial stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 28 funds opened new WSFS Financial positions in Q4 2024 and 38 closed out, a net change of -10 holders.
  • The largest WSFS Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $69.4M added.
  • The largest WSFS Financial seller in Q4 2024 was Jennison Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2024.