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429 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ITG
251
Index Technologies Group
New York
$340K -$20.9K -134 -6%
EAM
252
Eukles Asset Management
Ohio
$339K -$190K -1,213 -35%
SLAM
253
Swiss Life Asset Management
$335K -$95.5K -611 -22%
BP
254
Ballentine Partners
Massachusetts
$329K +$1.09K +7 +0.3%
BOSSRA
255
B.O.S.S. Retirement Advisors
Utah
$328K
LCM
256
Legato Capital Management
California
$327K -$52.5K -336 -14%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$326K -$941K -6,022 -74%
HP
258
Havemeyer Place
Connecticut
$324K -$125K -801 -27%
S
259
Storgate
Texas
$323K +$25.3K +162 +8%
EPW
260
Evolve Private Wealth
California
$323K +$74.2K +475 +29%
HWAM
261
Hennion & Walsh Asset Management
New Jersey
$322K -$8.44K -54 -3%
QCM
262
Qsemble Capital Management
New York
$317K +$51.7K +331 +19%
GF
263
Gabelli Funds
New York
$310K -$105K -674 -25%
LNWTC
264
Laird Norton Wetherby Trust Company
Washington
$309K -$5.63K -36 -2%
BAAM
265
Baker Avenue Asset Management
California
$306K +$312K +1,998 New
Prudential Financial
266
Prudential Financial
New Jersey
$305K -$8.75K -56 -3%
PWG
267
Portside Wealth Group
Utah
$299K -$782 -5 -0.3%
WA
268
Waverly Advisors
Alabama
$298K +$304K +1,948 New
US Bancorp
269
US Bancorp
Minnesota
$293K -$39.5K -253 -12%
Renaissance Technologies
270
Renaissance Technologies
New York
$291K +$297K +1,900 New
NAM
271
NorthCrest Asset Manangement
Minnesota
$288K -$68K -435 -19%
HWM
272
HB Wealth Management
Georgia
$286K +$292K +1,871 New
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$283K
ET
274
Equitable Trust
Tennessee
$282K -$21.4K -137 -7%
GI
275
GAMCO Investors
Connecticut
$280K