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WSFS Financial
WSFS

Overview Fund Activity

248 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-13
Holders Change %
-4.98%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
80
Reduced
81
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$89.7M
2
State Street
2
State Street
Massachusetts
$176M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$13.5M
4
GLA
4
Great Lakes Advisors
Illinois
$9.01M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.7M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Franklin Resources
2
Franklin Resources
California
$135M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$27.2M
5
Jane Street
5
Jane Street
New York
$919K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
176
Lansing Street Advisors
Pennsylvania
$215K – – –
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
$213K – – –
CGH
178
Crossmark Global Holdings
Texas
$207K +$207K +3,904 New
SAM
179
Smartleaf Asset Management
Massachusetts
$176K +$42.8K +804 +32%
Osaic Holdings
180
Osaic Holdings
Arizona
$175K +$3.77K +71 +2%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$171K – – –
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$160K – – –
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$157K – – –
TRCT
184
Tower Research Capital (TRC)
New York
$155K -$255K -4,802 -62%
KBC Group
185
KBC Group
Belgium
$153K +$62.2K +1,172 +68%
US Bancorp
186
US Bancorp
Minnesota
$149K – – –
NAAA
187
New Age Alpha Advisors
New York
$149K +$149K +2,796 New
SCM
188
Sterling Capital Management
North Carolina
$99K +$88K +1,657 +804%
A
189
AlphaQuest
New York
$83.9K +$83.9K +1,580 New
PIS
190
POM Investment Strategies
North Carolina
$80K – – –
GI
191
GAMMA Investing
California
$79.1K +$1.97K +37 +3%
SC
192
SouthState Corp
Florida
$53.1K – – –
KFI
193
Key Financial Inc
Pennsylvania
$52.1K – – –
AF
194
Advisornet Financial
Minnesota
$50.5K – – –
VWA
195
VSM Wealth Advisory
Maryland
$39.8K +$39.8K +750 New
GRP
196
Global Retirement Partners
California
$39.4K +$850 +16 +2%
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.6K +$638 +12 +2%
CWM
198
Crowley Wealth Management
Delaware
$31.9K +$31.9K +600 New
FFA
199
Farther Finance Advisors
California
$30.4K +$29.2K +550 +2,500%
PS
200
Principal Securities
Iowa
$28.1K +$1.38K +26 +5%
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