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WSFS Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
Nomura Asset Management
201
Nomura Asset Management
Japan
$25K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$22K +$1.57K +29 +8%
CA
203
Clearstead Advisors
Ohio
$18.5K
VCM
204
Versant Capital Management
Arizona
$14.9K
HCA
205
Harbor Capital Advisors
Illinois
$14K +$1.93K +37 +16%
PA
206
Parallel Advisors
California
$13.3K
AAP
207
Arax Advisory Partners
Colorado
$10.8K
PFBT
208
Parkside Financial Bank & Trust
Missouri
$10.5K +$2.82K +53 +37%
SPIA
209
Steward Partners Investment Advisory
New York
$9.09K +$1.59K +30 +21%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$8.93K
ACM
211
Aster Capital Management
United Arab Emirates
$8.71K +$8.71K +164 New
EWA
212
EverSource Wealth Advisors
Alabama
$8.5K -$8.87K -167 -51%
FHA
213
First Horizon Advisors
Tennessee
$8.08K
UB
214
UMB Bank
Missouri
$7.97K
CFGS
215
Concourse Financial Group Securities
Alabama
$6.28K -$4.29K -80 -41%
PWMG
216
Private Wealth Management Group
New Jersey
$6.11K
CIAS
217
CBIZ Investment Advisory Services
Ohio
$5.72K +$53 +1 +0.9%
CIAM
218
Caitong International Asset Management
Hong Kong
$5.37K +$5.37K +101 New
HWM
219
Hemington Wealth Management
Virginia
$5K +$619 +12 +14%
HNB
220
Huntington National Bank
Ohio
$4.99K +$4.52K +85 +944%
QCG
221
Quadrant Capital Group
Ohio
$4.78K
PTC
222
Private Trust Company
Ohio
$4.78K
LC
223
Lindbrook Capital
California
$4.14K
Jones Financial Companies
224
Jones Financial Companies
Missouri
$3.99K
RIL
225
Rothschild Investment LLC
Illinois
$3.19K