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WSFS Financial

286 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, 83 increasing their positions, 104 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 (-$24M)

20% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 104

Holders
286
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
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$224K
Squarepoint
202
Squarepoint
New York
$221K
SI
203
Stephens Inc
Arkansas
$221K
Osaic Holdings
204
Osaic Holdings
Arizona
$221K
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$221K
LSA
206
Lansing Street Advisors
Pennsylvania
$219K
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$216K
SCM
208
Sterling Capital Management
North Carolina
$209K
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$209K
CGH
210
Crossmark Global Holdings
Texas
$209K
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$207K
US Bancorp
212
US Bancorp
Minnesota
$207K
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$204K
FFA
214
Farther Finance Advisors
California
$201K
PD
215
Point72 (DIFC)
United Arab Emirates
$194K
SAM
216
Smartleaf Asset Management
Massachusetts
$177K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$168K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$168K
BBPWM
219
Blue Bell Private Wealth Management
Pennsylvania
$163K
TRCT
220
Tower Research Capital (TRC)
New York
$156K
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$152K
LSV Asset Management
222
LSV Asset Management
Illinois
$129K
GI
223
GAMMA Investing
California
$105K
PIS
224
POM Investment Strategies
North Carolina
$81.2K
TCOT
225
Trust Company of Toledo
Ohio
$80.9K