383 hedge funds and large institutions have $5.61B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 421383 (-38)

26% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
226
IQ EQ Fund Management
Ireland
$396K
FLPIM
227
F.L. Putnam Investment Management
Massachusetts
$391K
SAM
228
Securian Asset Management
Minnesota
$390K
Focus Partners Wealth
229
Focus Partners Wealth
Massachusetts
$382K
BTI
230
Blue Trust Inc
Georgia
$376K
VPIM
231
Vanguard Personalized Indexing Management
California
$365K
OF
232
Optimize Financial
California
$362K
WGAM
233
Wilkinson Global Asset Management
New York
$360K
SSA
234
Schonfeld Strategic Advisors
New York
$357K
RAM
235
Readystate Asset Management
Illinois
$345K
Connor, Clark & Lunn Investment Management (CC&L)
236
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$338K
US Bancorp
237
US Bancorp
Minnesota
$334K
SC
238
Syon Capital
California
$323K
DekaBank Deutsche Girozentrale
239
DekaBank Deutsche Girozentrale
Germany
$319K
BP
240
Ballentine Partners
Massachusetts
$315K
HWAM
241
Hennion & Walsh Asset Management
New Jersey
$314K
BOSSRA
242
B.O.S.S. Retirement Advisors
Utah
$314K
NWAG
243
Net Worth Advisory Group
Utah
$312K
SCM
244
Sterling Capital Management
North Carolina
$306K
LCM
245
Legato Capital Management
California
$304K
Mitsubishi UFJ Trust & Banking
246
Mitsubishi UFJ Trust & Banking
Japan
$304K
PAS
247
Point72 Asia (Singapore)
Singapore
$303K
SAG
248
SageView Advisory Group
California
$300K
SAM
249
Shell Asset Management
Netherlands
$298K
CCA
250
Cadent Capital Advisors
Oklahoma
$298K