388 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 146 reducing their positions, and 39 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.94% less ownership

Funds ownership: 111.07%110.13% (-0.94%)

19% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 146

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Securian Asset Management
Minnesota
$403K
FLPIM
227
F.L. Putnam Investment Management
Massachusetts
$399K
SC
228
Savant Capital
Illinois
$394K
BC
229
Bridgefront Capital
Texas
$394K
WGAM
230
Wilkinson Global Asset Management
New York
$386K
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$385K
SC
232
Syon Capital
California
$375K
N
233
Numerai
California
$365K
US Bancorp
234
US Bancorp
Minnesota
$358K
Focus Partners Wealth
235
Focus Partners Wealth
Massachusetts
$354K
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$348K
BP
237
Ballentine Partners
Massachusetts
$338K
BOSSRA
238
B.O.S.S. Retirement Advisors
Utah
$337K
HWAM
239
Hennion & Walsh Asset Management
New Jersey
$336K
LCM
240
Legato Capital Management
California
$326K
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$319K
IP
242
Isthmus Partners
Wisconsin
$319K
AAP
243
Arax Advisory Partners
Colorado
$312K
SCM
244
Sterling Capital Management
North Carolina
$304K
MSRPS
245
Maryland State Retirement & Pension System
Maryland
$292K
GI
246
GAMCO Investors
Connecticut
$290K
A
247
AlphaQuest
New York
$286K
URS
248
Utah Retirement Systems
Utah
$283K
QCM
249
Qsemble Capital Management
New York
$282K
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$280K