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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
ST
201
Sageworth Trust
Pennsylvania
$225K
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$224K
Squarepoint
203
Squarepoint
New York
$221K
SI
204
Stephens Inc
Arkansas
$221K
Osaic Holdings
205
Osaic Holdings
Arizona
$221K
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$221K
LSA
207
Lansing Street Advisors
Pennsylvania
$219K
PWPS
208
Pinnacle Wealth Planning Services
Ohio
$216K
SCM
209
Sterling Capital Management
North Carolina
$209K
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$209K
CGH
211
Crossmark Global Holdings
Texas
$209K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$207K
US Bancorp
213
US Bancorp
Minnesota
$207K
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$204K
FFA
215
Farther Finance Advisors
California
$201K
PD
216
Point72 (DIFC)
United Arab Emirates
$194K
SAM
217
Smartleaf Asset Management
Massachusetts
$177K
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$168K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$168K
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$163K
TRCT
221
Tower Research Capital (TRC)
New York
$156K
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$152K
LSV Asset Management
223
LSV Asset Management
Illinois
$129K
GI
224
GAMMA Investing
California
$105K
PIS
225
POM Investment Strategies
North Carolina
$81.2K