419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$556K
Lazard Asset Management
227
Lazard Asset Management
New York
$555K
Universal-Beteiligungs- und Servicegesellschaft
228
Universal-Beteiligungs- und Servicegesellschaft
Germany
$533K
CB
229
Commerce Bank
Missouri
$513K
EAM
230
Eukles Asset Management
Ohio
$507K
IC
231
IEQ Capital
California
$505K
IEFM
232
IQ EQ Fund Management
Ireland
$504K
HWAM
233
Hennion & Walsh Asset Management
New Jersey
$504K
Verition Fund Management
234
Verition Fund Management
Connecticut
$503K
PA
235
Procyon Advisors
Connecticut
$502K
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$497K
American Century Companies
237
American Century Companies
Missouri
$494K
EAM
238
Empirical Asset Management
Massachusetts
$488K
BMC
239
Benin Management Corp
Connecticut
$477K
Bessemer Group
240
Bessemer Group
New Jersey
$462K
IMRF
241
Illinois Municipal Retirement Fund
Illinois
$460K
PWG
242
Portside Wealth Group
Utah
$460K
FT
243
Fiduciary Trust
Massachusetts
$456K
PTC
244
Petrus Trust Company
Texas
$447K
GCM
245
Gator Capital Management
Florida
$440K
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$425K
I
247
InceptionR
California
$424K
SAM
248
Securian Asset Management
Minnesota
$417K
RPCONE
249
Retirement Planning Company of New England
Rhode Island
$417K
US Bancorp
250
US Bancorp
Minnesota
$414K