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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
226
MML Investors Services
Massachusetts
$478K +$235K +1,561 +95%
GAG
227
GM Advisory Group
New York
$473K +$479K +3,177 New
SC
228
Syon Capital
California
$467K +$113K +751 +32%
CB
229
Commerce Bank
Missouri
$466K -$16.7K -111 -3%
TI
230
Trexquant Investment
Connecticut
$461K +$467K +3,096 New
CL
231
Choreo LLC
Illinois
$454K +$16.4K +109 +4%
BMC
232
Benin Management Corp
Connecticut
$453K
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$450K -$135K -898 -23%
P
234
&Partners
Tennessee
$436K +$441K +2,927 New
HP
235
Havemeyer Place
Connecticut
$434K +$439K +2,916 New
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$433K -$7.83K -52 -2%
William Blair Investment Management
237
William Blair Investment Management
Illinois
$426K -$39.2K -260 -8%
PA
238
Procyon Advisors
Connecticut
$425K -$43.2K -287 -9%
SLAM
239
Swiss Life Asset Management
$417K +$197K +1,305 +87%
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
$417K +$422K +2,800 New
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$410K -$516K -3,424 -55%
GF
242
Gabelli Funds
New York
$402K
CPIG
243
Chicago Partners Investment Group
Illinois
$399K +$376K +2,495 New
OF
244
Optimize Financial
California
$398K +$5.42K +36 +1%
Truist Financial
245
Truist Financial
North Carolina
$392K -$45.2K -300 -10%
CRC
246
Curi RMB Capital
Illinois
$389K +$393K +2,609 New
CIP
247
Cornerstone Investment Partners
Georgia
$388K -$214K -1,419 -35%
VOYA Investment Management
248
VOYA Investment Management
Georgia
$383K -$47.3K -314 -11%
IWC
249
Integrated Wealth Concepts
Massachusetts
$378K +$383K +2,540 New
VPIM
250
Vanguard Personalized Indexing Management
California
$374K -$7.08K -47 -2%