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WEX
WEX

Overview Fund Activity

377 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$569M 3,870,484 -141,246 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$477M 3,250,156 +9,661 +0.3%
BlackRock
3
BlackRock
New York
$454M 3,094,030 -179,248 -5%
Morgan Stanley
4
Morgan Stanley
New York
$394M 2,683,931 +244,285 +10%
IC
5
Impactive Capital
New York
$352M 2,395,253 -14,319 -0.6%
PCM
6
PAR Capital Management
Massachusetts
$272M 1,851,100 +600 +0%
Boston Partners
7
Boston Partners
Massachusetts
$187M 1,269,136 +1,269,136 New
State Street
8
State Street
Massachusetts
$161M 1,093,072 -73,504 -6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$159M 1,085,795 +17,691 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$154M 1,049,671 +24,235 +2%
RRAM
11
River Road Asset Management
Kentucky
$135M 797,871 +137,673 +21%
EARNEST Partners
12
EARNEST Partners
Georgia
$132M 897,776 +2,370 +0.3%
Bank of America
13
Bank of America
North Carolina
$119M 809,658 +70,003 +9%
LAM
14
Lyrical Asset Management
New York
$113M 772,113 -54,075 -7%
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113M 768,238 -25,619 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$93.3M 634,819 +21,342 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$90.1M 613,283 -37,721 -6%
SEI Investments
18
SEI Investments
Pennsylvania
$71.3M 485,491 +11,048 +2%
HRCM
19
Hawk Ridge Capital Management
California
$59.2M 403,271 +363,404 +912%
Federated Hermes
20
Federated Hermes
Pennsylvania
$59.1M 402,123 +25,047 +7%
AI
21
Ariel Investments
Illinois
$58.9M 401,086 -11,161 -3%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$56.6M 385,118 +3,351 +0.9%
SM
23
Sunriver Management
Connecticut
$50.1M 340,956 +26,887 +9%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$49.2M 334,865 -204,595 -38%
Charles Schwab
25
Charles Schwab
California
$46.5M 316,322 +8,361 +3%
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