WSFS icon

WSFS Financial

291 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, 85 increasing their positions, 105 reducing their positions, and 29 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 funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$22.4M)

19% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 105

Holders
291
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 +$103M
2 +$8.35M
3 +$7.8M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.62M
5
N
Numerai
California
+$5.98M

Top Sellers

1 -$14.8M
2 -$12.8M
3 -$12.4M
4
Franklin Resources
Franklin Resources
California
-$10M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
201
Two Sigma Advisers
New York
$229K
ST
202
Sageworth Trust
Pennsylvania
$225K
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$224K
Squarepoint
204
Squarepoint
New York
$221K
SI
205
Stephens Inc
Arkansas
$221K
Osaic Holdings
206
Osaic Holdings
Arizona
$221K
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$221K
LSA
208
Lansing Street Advisors
Pennsylvania
$219K
PWPS
209
Pinnacle Wealth Planning Services
Ohio
$216K
SCM
210
Sterling Capital Management
North Carolina
$209K
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$209K
CGH
212
Crossmark Global Holdings
Texas
$209K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$207K
US Bancorp
214
US Bancorp
Minnesota
$207K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$204K
FFA
216
Farther Finance Advisors
California
$201K
PD
217
Point72 (DIFC)
United Arab Emirates
$194K
SAM
218
Smartleaf Asset Management
Massachusetts
$177K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$168K
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$168K
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$163K
TRCT
222
Tower Research Capital (TRC)
New York
$156K
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$152K
LSV Asset Management
224
LSV Asset Management
Illinois
$129K
GI
225
GAMMA Investing
California
$105K