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WSFS Financial

283 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, 79 increasing their positions, 109 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$358K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.1M
2 +$8.83M
3 +$5.83M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.73M
5
Axa
Axa
France
+$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$222K
VT
202
Vise Technologies
New York
$220K
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$220K
CGH
204
Crossmark Global Holdings
Texas
$217K
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$214K
Osaic Holdings
206
Osaic Holdings
Arizona
$214K
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$204K
JG
208
Jain Global
New York
$204K
US Bancorp
209
US Bancorp
Minnesota
$188K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$171K
SAM
211
Smartleaf Asset Management
Massachusetts
$168K
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$166K
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$144K
KBC Group
214
KBC Group
Belgium
$105K
BCM
215
Basswood Capital Management
New York
$94.1K
GI
216
GAMMA Investing
California
$93.2K
SCM
217
Sterling Capital Management
North Carolina
$86.2K
PIS
218
POM Investment Strategies
North Carolina
$82.8K
TCOT
219
Trust Company of Toledo
Ohio
$82.5K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$79K
FFA
221
Farther Finance Advisors
California
$68.8K
KFI
222
Key Financial Inc
Pennsylvania
$56.6K
SC
223
SouthState Corp
Florida
$55K
EWA
224
EverSource Wealth Advisors
Alabama
$53.5K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$51K