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WSFS Financial

280 hedge funds and large institutions have $2.82B invested in WSFS Financial in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+21
Holders Change %
+8.11%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
78
Reduced
108
Closed
16
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$220K
CGH
202
Crossmark Global Holdings
Texas
$217K +$217K +3,938 New
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$214K +$214K +3,895 New
JG
204
Jain Global
New York
$204K +$204K +3,700 New
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$204K +$204K +3,700 New
US Bancorp
206
US Bancorp
Minnesota
$188K +$33.6K +610 +22%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$171K
SAM
208
Smartleaf Asset Management
Massachusetts
$168K -$21.8K -396 -12%
BBPWM
209
Blue Bell Private Wealth Management
Pennsylvania
$166K
Osaic Holdings
210
Osaic Holdings
Arizona
$161K -$5.22K -98 -3%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$144K -$605 -11 -0.4%
KBC Group
212
KBC Group
Belgium
$105K -$64.1K -1,168 -38%
BCM
213
Basswood Capital Management
New York
$94.1K -$13.6M -247,038 -99%
GI
214
GAMMA Investing
California
$93.2K -$18.9K -343 -17%
SCM
215
Sterling Capital Management
North Carolina
$86.2K +$30.7K +558 +55%
PIS
216
POM Investment Strategies
North Carolina
$82.8K
TCOT
217
Trust Company of Toledo
Ohio
$82.5K +$82.5K +1,500 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$79K +$11.7K +212 +17%
FFA
219
Farther Finance Advisors
California
$68.8K +$59.2K +1,076 +618%
KFI
220
Key Financial Inc
Pennsylvania
$56.7K +$2.75K +50 +5%
SC
221
SouthState Corp
Florida
$55K
EWA
222
EverSource Wealth Advisors
Alabama
$53.5K +$38.8K +706 +265%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$51K +$12.1K +219 +31%
BIG
224
Brooklyn Investment Group
New York
$48.5K +$46.4K +844 +2,281%
AF
225
Advisornet Financial
Minnesota
$47.3K