383 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, 143 reducing their positions, and 38 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:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
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
SC
226
Savant Capital
Illinois
$394K
BC
227
Bridgefront Capital
Texas
$394K
WGAM
228
Wilkinson Global Asset Management
New York
$386K
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$385K
SC
230
Syon Capital
California
$375K
N
231
Numerai
California
$365K
US Bancorp
232
US Bancorp
Minnesota
$358K
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$354K
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$348K
BP
235
Ballentine Partners
Massachusetts
$338K
BOSSRA
236
B.O.S.S. Retirement Advisors
Utah
$337K
HWAM
237
Hennion & Walsh Asset Management
New Jersey
$336K
LCM
238
Legato Capital Management
California
$326K
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$319K
IP
240
Isthmus Partners
Wisconsin
$319K
AAP
241
Arax Advisory Partners
Colorado
$312K
SCM
242
Sterling Capital Management
North Carolina
$304K
MSRPS
243
Maryland State Retirement & Pension System
Maryland
$292K
GI
244
GAMCO Investors
Connecticut
$290K
A
245
AlphaQuest
New York
$286K
URS
246
Utah Retirement Systems
Utah
$283K
QCM
247
Qsemble Capital Management
New York
$282K
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$280K
NWAG
249
Net Worth Advisory Group
Utah
$276K
CC
250
Chicago Capital
Illinois
$272K