379 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, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
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
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$382K -$167K -1,135 -30%
BTI
227
Blue Trust Inc
Georgia
$376K +$21K +143 +6%
VPIM
228
Vanguard Personalized Indexing Management
California
$365K -$3.97K -27 -1%
OF
229
Optimize Financial
California
$362K -$2.35K -16 -0.6%
WGAM
230
Wilkinson Global Asset Management
New York
$360K
SSA
231
Schonfeld Strategic Advisors
New York
$357K -$16.2M -109,988 -98%
RAM
232
Readystate Asset Management
Illinois
$345K +$345K +2,346 New
Connor, Clark & Lunn Investment Management (CC&L)
233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$338K +$338K +2,304 New
US Bancorp
234
US Bancorp
Minnesota
$334K -$52.7K -359 -14%
SC
235
Syon Capital
California
$323K +$323K +2,196 New
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$319K
BP
237
Ballentine Partners
Massachusetts
$315K +$3.09K +21 +1%
HWAM
238
Hennion & Walsh Asset Management
New Jersey
$314K -$157K -1,067 -33%
BOSSRA
239
B.O.S.S. Retirement Advisors
Utah
$314K +$314K +2,140 New
NWAG
240
Net Worth Advisory Group
Utah
$312K +$10.3K +70 +3%
SCM
241
Sterling Capital Management
North Carolina
$306K +$8.08K +55 +3%
LCM
242
Legato Capital Management
California
$304K +$74.2K +505 +32%
Mitsubishi UFJ Trust & Banking
243
Mitsubishi UFJ Trust & Banking
Japan
$304K +$304K +2,072 New
PAS
244
Point72 Asia (Singapore)
Singapore
$303K -$49.2K -335 -14%
SAG
245
SageView Advisory Group
California
$300K +$4.22K +24 +1%
SAM
246
Shell Asset Management
Netherlands
$298K -$51.5K -351 -15%
CCA
247
Cadent Capital Advisors
Oklahoma
$298K +$30.4K +207 +11%
IP
248
Isthmus Partners
Wisconsin
$296K +$3.82K +26 +1%
BCFD
249
Boit C.F. David
$294K
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$274K +$34.2K +233 +14%