381 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, 115 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: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
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
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$391K
SAM
227
Securian Asset Management
Minnesota
$390K
Focus Partners Wealth
228
Focus Partners Wealth
Massachusetts
$382K
BTI
229
Blue Trust Inc
Georgia
$376K
VPIM
230
Vanguard Personalized Indexing Management
California
$365K
OF
231
Optimize Financial
California
$362K
WGAM
232
Wilkinson Global Asset Management
New York
$360K
SSA
233
Schonfeld Strategic Advisors
New York
$357K
RAM
234
Readystate Asset Management
Illinois
$345K
Connor, Clark & Lunn Investment Management (CC&L)
235
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$338K
US Bancorp
236
US Bancorp
Minnesota
$334K
SC
237
Syon Capital
California
$323K
DekaBank Deutsche Girozentrale
238
DekaBank Deutsche Girozentrale
Germany
$319K
BP
239
Ballentine Partners
Massachusetts
$315K
HWAM
240
Hennion & Walsh Asset Management
New Jersey
$314K
BOSSRA
241
B.O.S.S. Retirement Advisors
Utah
$314K
NWAG
242
Net Worth Advisory Group
Utah
$312K
SCM
243
Sterling Capital Management
North Carolina
$306K
LCM
244
Legato Capital Management
California
$304K
Mitsubishi UFJ Trust & Banking
245
Mitsubishi UFJ Trust & Banking
Japan
$304K
PAS
246
Point72 Asia (Singapore)
Singapore
$303K
SAG
247
SageView Advisory Group
California
$300K
SAM
248
Shell Asset Management
Netherlands
$298K
CCA
249
Cadent Capital Advisors
Oklahoma
$298K
IP
250
Isthmus Partners
Wisconsin
$296K