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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
BlackRock
1
BlackRock
New York
$462M +$1.43M +26,343 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$372M -$1.02M -18,659 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$207M -$82K -1,507 -0%
State Street
4
State Street
Massachusetts
$176M +$15.4M +283,739 +9%
Franklin Resources
5
Franklin Resources
California
$135M -$12.9M -236,403 -8%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$123M +$1.08M +19,895 +0.9%
Macquarie Group
7
Macquarie Group
Australia
$89.7M -$290K -5,337 -0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$89.7M +$69.4M +1,276,078 +310%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$74.8M -$843K -15,499 -1%
CIP
10
Champlain Investment Partners
Vermont
$65.6M -$3.55M -65,164 -5%
Bank of America
11
Bank of America
North Carolina
$51.4M -$2.03M -37,341 -4%
Invesco
12
Invesco
Georgia
$50.7M -$347K -6,372 -0.7%
American Century Companies
13
American Century Companies
Missouri
$48M -$226K -4,149 -0.5%
Brown Advisory
14
Brown Advisory
Maryland
$43.9M -$1.02M -18,825 -2%
Northern Trust
15
Northern Trust
Illinois
$43M +$519K +9,542 +1%
AllianceBernstein
16
AllianceBernstein
Tennessee
$42M -$417K -7,666 -1%
Pzena Investment Management
17
Pzena Investment Management
New York
$42M -$1.41M -25,886 -3%
CB
18
Cooke & Bieler
Pennsylvania
$41.6M +$621K +11,414 +1%
PCM
19
Palisade Capital Management
New Jersey
$41.1M +$535K +9,830 +1%
Charles Schwab
20
Charles Schwab
California
$39.3M +$1.07M +19,650 +3%
FCM
21
Frontier Capital Management
Massachusetts
$38.2M +$2.66M +48,822 +7%
Norges Bank
22
Norges Bank
Norway
$32.8M +$6.71M +123,293 +25%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.5M -$414K -7,612 -1%
Goldman Sachs
24
Goldman Sachs
New York
$28.7M +$3.84M +70,648 +15%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$27.2M -$5.96M -109,516 -18%

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.