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WSFS Financial

308 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 115

90% less call options, than puts

Call options by funds: $22K | Put options by funds: $215K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22K
Puts
$215K
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$10.7M
3 +$6.33M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.32M
5
Morgan Stanley
Morgan Stanley
New York
+$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
176
Lido Advisors
California
$360K
BHCM
177
Brevan Howard Capital Management
Jersey
$350K
EC
178
EntryPoint Capital
New York
$349K
SO
179
STRS Ohio
Ohio
$348K
MOACM
180
Mutual of America Capital Management
New York
$345K
PD
181
Planning Directions
Pennsylvania
$342K
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$338K
WCA
183
Westover Capital Advisors
Delaware
$338K
DCM
184
DGS Capital Management
New Jersey
$330K
DS
185
DRW Securities
Illinois
$325K
FFM
186
Forum Financial Management
Illinois
$313K
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$311K
HighTower Advisors
188
HighTower Advisors
Illinois
$311K
BBA
189
BLB&B Advisors
Pennsylvania
$310K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$293K
EFG
191
Ethos Financial Group
Pennsylvania
$290K
AFG
192
Allegheny Financial Group
Pennsylvania
$283K
CMF
193
Counterpoint Mutual Funds
California
$283K
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$283K
SG
195
Strid Group
Pennsylvania
$282K
MA
196
Mutual Advisors
Nebraska
$281K
KAS
197
Kestra Advisory Services
Texas
$267K
AIP
198
Ameritas Investment Partners
Nebraska
$258K
VT
199
Vise Technologies
New York
$252K
JCM
200
Jacobi Capital Management
Pennsylvania
$249K