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
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$556K -$78.4K -499 -12%
Lazard Asset Management
227
Lazard Asset Management
New York
$555K -$607K -3,878 -52%
Universal-Beteiligungs- und Servicegesellschaft
228
Universal-Beteiligungs- und Servicegesellschaft
Germany
$533K +$533K +3,394 New
CB
229
Commerce Bank
Missouri
$513K -$45.4K -289 -8%
EAM
230
Eukles Asset Management
Ohio
$507K +$78K +497 +18%
IC
231
IEQ Capital
California
$505K -$1.8M -11,443 -78%
IEFM
232
IQ EQ Fund Management
Ireland
$504K -$57.3K -365 -10%
HWAM
233
Hennion & Walsh Asset Management
New Jersey
$504K -$13.2K -84 -3%
Verition Fund Management
234
Verition Fund Management
Connecticut
$503K +$192K +1,222 +62%
PA
235
Procyon Advisors
Connecticut
$502K -$18.5K -118 -4%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$497K -$328K -2,087 -40%
American Century Companies
237
American Century Companies
Missouri
$494K +$48K +306 +11%
EAM
238
Empirical Asset Management
Massachusetts
$488K +$131K +832 +37%
BMC
239
Benin Management Corp
Connecticut
$477K
Bessemer Group
240
Bessemer Group
New Jersey
$462K -$102M -645,616 -100%
IMRF
241
Illinois Municipal Retirement Fund
Illinois
$460K
PWG
242
Portside Wealth Group
Utah
$460K -$1.73K -11 -0.4%
FT
243
Fiduciary Trust
Massachusetts
$456K -$9.42K -60 -2%
PTC
244
Petrus Trust Company
Texas
$447K +$447K +2,844 New
GCM
245
Gator Capital Management
Florida
$440K
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$425K -$876K -5,581 -67%
I
247
InceptionR
California
$424K +$16.2K +103 +4%
SAM
248
Securian Asset Management
Minnesota
$417K -$55K -350 -12%
RPCONE
249
Retirement Planning Company of New England
Rhode Island
$417K +$103K +655 +33%
US Bancorp
250
US Bancorp
Minnesota
$414K -$36.3K -231 -8%