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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 %
VPIM
226
Vanguard Personalized Indexing Management
California
$365K 2,484 -27 -1%
OF
227
Optimize Financial
California
$362K 2,463 -16 -0.6%
WGAM
228
Wilkinson Global Asset Management
New York
$360K 2,450 – –
SSA
229
Schonfeld Strategic Advisors
New York
$357K 2,428 -109,988 -98%
RAM
230
Readystate Asset Management
Illinois
$345K 2,346 +2,346 New
Connor, Clark & Lunn Investment Management (CC&L)
231
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$338K 2,304 +2,304 New
US Bancorp
232
US Bancorp
Minnesota
$334K 2,277 -359 -14%
SC
233
Syon Capital
California
$323K 2,196 +2,196 New
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$319K 2,193 – –
BP
235
Ballentine Partners
Massachusetts
$315K 2,147 +21 +1%
HWAM
236
Hennion & Walsh Asset Management
New Jersey
$314K 2,141 -1,067 -33%
BOSSRA
237
B.O.S.S. Retirement Advisors
Utah
$314K 2,140 +2,140 New
NWAG
238
Net Worth Advisory Group
Utah
$312K 2,123 +70 +3%
SCM
239
Sterling Capital Management
North Carolina
$306K 2,080 +55 +3%
LCM
240
Legato Capital Management
California
$304K 2,072 +505 +32%
Mitsubishi UFJ Trust & Banking
241
Mitsubishi UFJ Trust & Banking
Japan
$304K 2,072 +2,072 New
PAS
242
Point72 Asia (Singapore)
Singapore
$303K 2,063 -335 -14%
SAG
243
SageView Advisory Group
California
$300K 1,704 +24 +1%
SAM
244
Shell Asset Management
Netherlands
$298K 2,032 -351 -15%
CCA
245
Cadent Capital Advisors
Oklahoma
$298K 2,026 +207 +11%
IP
246
Isthmus Partners
Wisconsin
$296K 2,013 +26 +1%
BCFD
247
Boit C.F. David
$294K 2,000 – –
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$274K 1,867 +233 +14%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$272K 1,852 – –
GI
250
GAMCO Investors
Connecticut
$271K 1,843 +1,843 New
8 9
10
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