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WSFS Financial

281 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, 109 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
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
VT
201
Vise Technologies
New York
$220K
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$220K
CGH
203
Crossmark Global Holdings
Texas
$217K
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$214K
JG
205
Jain Global
New York
$204K
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$204K
US Bancorp
207
US Bancorp
Minnesota
$188K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$171K
SAM
209
Smartleaf Asset Management
Massachusetts
$168K
BBPWM
210
Blue Bell Private Wealth Management
Pennsylvania
$166K
Osaic Holdings
211
Osaic Holdings
Arizona
$161K
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$144K
KBC Group
213
KBC Group
Belgium
$105K
BCM
214
Basswood Capital Management
New York
$94.1K
GI
215
GAMMA Investing
California
$93.2K
SCM
216
Sterling Capital Management
North Carolina
$86.2K
PIS
217
POM Investment Strategies
North Carolina
$82.8K
TCOT
218
Trust Company of Toledo
Ohio
$82.5K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$79K
FFA
220
Farther Finance Advisors
California
$68.8K
KFI
221
Key Financial Inc
Pennsylvania
$56.6K
SC
222
SouthState Corp
Florida
$55K
EWA
223
EverSource Wealth Advisors
Alabama
$53.5K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$51K
BIG
225
Brooklyn Investment Group
New York
$48.5K