422 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

2% more ownership

Funds ownership: 110.13%112.14% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$217M)

14% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 148

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
226
GM Advisory Group
New York
$473K
SC
227
Syon Capital
California
$467K
CB
228
Commerce Bank
Missouri
$466K
TI
229
Trexquant Investment
Connecticut
$461K
CL
230
Choreo LLC
Illinois
$454K
BMC
231
Benin Management Corp
Connecticut
$453K
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$450K
P
233
&Partners
Tennessee
$436K
HP
234
Havemeyer Place
Connecticut
$434K
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$433K
William Blair Investment Management
236
William Blair Investment Management
Illinois
$426K
PA
237
Procyon Advisors
Connecticut
$425K
SLAM
238
Swiss Life Asset Management
$417K
Canada Pension Plan Investment Board
239
Canada Pension Plan Investment Board
Ontario, Canada
$417K
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$410K
GF
241
Gabelli Funds
New York
$402K
CPIG
242
Chicago Partners Investment Group
Illinois
$399K
OF
243
Optimize Financial
California
$398K
Truist Financial
244
Truist Financial
North Carolina
$392K
CRC
245
Curi RMB Capital
Illinois
$389K
CIP
246
Cornerstone Investment Partners
Georgia
$388K
VOYA Investment Management
247
VOYA Investment Management
Georgia
$383K
IWC
248
Integrated Wealth Concepts
Massachusetts
$378K
VPIM
249
Vanguard Personalized Indexing Management
California
$374K
MF
250
Magnetar Financial
Illinois
$371K