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WSFS Financial

250 hedge funds and large institutions have $2.86B invested in WSFS Financial in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $515K | Put options by funds: $64K

6% more capital invested

Capital invested by funds: $2.71B → $2.86B (+$154M)

1.93% more ownership

Funds ownership: 89.5%91.42% (+1.9%)

1% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 82

5% less funds holding

Funds holding: 264250 (-14)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
81
Reduced
82
Closed
38
Calls
$515K
Puts
$64K
Net Calls
+$451K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$28.1K +$1.42K +26 +5%
Nomura Asset Management
202
Nomura Asset Management
Japan
$25K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$22K +$1.58K +29 +8%
CA
204
Clearstead Advisors
Ohio
$18.5K
VCM
205
Versant Capital Management
Arizona
$14.9K
HCA
206
Harbor Capital Advisors
Illinois
$14K +$2.01K +37 +16%
PA
207
Parallel Advisors
California
$13.3K
AAP
208
Arax Advisory Partners
Colorado
$10.8K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$10.5K +$2.88K +53 +37%
SPIA
210
Steward Partners Investment Advisory
New York
$9.09K +$1.63K +30 +21%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$8.93K
ACM
212
Aster Capital Management
United Arab Emirates
$8.71K +$8.92K +164 New
EWA
213
EverSource Wealth Advisors
Alabama
$8.5K -$9.09K -167 -51%
FHA
214
First Horizon Advisors
Tennessee
$8.07K
UB
215
UMB Bank
Missouri
$7.97K
CFGS
216
Concourse Financial Group Securities
Alabama
$6.28K -$4.35K -80 -41%
PWMG
217
Private Wealth Management Group
New Jersey
$6.11K
CIAS
218
CBIZ Investment Advisory Services
Ohio
$5.72K +$54 +1 +0.9%
CIAM
219
Caitong International Asset Management
Hong Kong
$5.37K +$5.5K +101 New
DB
220
Danske Bank
Denmark
$5.31K -$32.6K -600 -86%
HWM
221
Hemington Wealth Management
Virginia
$5K +$653 +12 +14%
HNB
222
Huntington National Bank
Ohio
$4.99K +$4.63K +85 +944%
PTC
223
Private Trust Company
Ohio
$4.78K
QCG
224
Quadrant Capital Group
Ohio
$4.78K
LC
225
Lindbrook Capital
California
$4.14K

WSFS Hedge Fund Activity: Q4 2024 in Review

250 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2024, worth a combined $2.86B — up 5.7% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WSFS and 28 opened new positions — a net loss of 10 holders — while 82 trimmed existing stakes and 81 added.

The largest buyer was JP Morgan Chase, adding an estimated $69.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held WSFS Financial (WSFS) as of Q4 2024, down from 264 in Q3 2024.
  • Funds reported $2.86B of WSFS Financial stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 28 funds opened new WSFS Financial positions in Q4 2024 and 38 closed out, a net change of -10 holders.
  • The largest WSFS Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $69.4M added.
  • The largest WSFS Financial seller in Q4 2024 was Jennison Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2024.