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WEX
WEX

Overview Fund Activity

377 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, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
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
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
251
Bridgewater Advisors
New York
$269K 1,558 +12 +0.8%
BAM
252
Blueshift Asset Management
New Jersey
$267K 1,815 +1,815 New
URS
253
Utah Retirement Systems
Utah
$264K 1,794 -306 -15%
SCA
254
Snowden Capital Advisors
New York
$261K 1,775 -244 -12%
KIA
255
Knollwood Investment Advisory
Maryland
$256K 1,744 – –
CC
256
Chicago Capital
Illinois
$254K 1,728 – –
DTL
257
Dynamic Technology Lab
Singapore
$247K 1,682 +1,682 New
BHPW
258
Beverly Hills Private Wealth
California
$237K 1,616 -12,779 -89%
CAM
259
Claret Asset Management
Quebec, Canada
$233K 1,584 +1,584 New
JF
260
Jump Financial
Illinois
$229K 1,557 -1,043 -40%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$225K 1,532 +1,532 New
EWA
262
EP Wealth Advisors
California
$225K 1,532 +223 +17%
PAM
263
Panagora Asset Management
Massachusetts
$223K 1,520 – –
MML Investors Services
264
MML Investors Services
Massachusetts
$223K 1,519 +1,519 New
ProShare Advisors
265
ProShare Advisors
Maryland
$223K 1,518 +36 +2%
Citadel Advisors
266
Citadel Advisors
Florida
$220K 1,495 -138,338 -99%
NAS
267
Nicolet Advisory Services
Wisconsin
$210K 1,260 +1,260 New
CGH
268
Crossmark Global Holdings
Texas
$209K 1,425 -249 -15%
TRCT
269
Tower Research Capital (TRC)
New York
$207K 1,409 -1,116 -44%
MAP
270
Moody Aldrich Partners
Massachusetts
$201K 1,369 -25 -2%
A
271
AlphaQuest
New York
$165K 1,121 -4,283 -79%
KBC Group
272
KBC Group
Belgium
$154K 1,046 -741 -41%
GI
273
GAMMA Investing
California
$135K 920 +480 +109%
GWM
274
Gitterman Wealth Management
New Jersey
$127K 868 +868 New
SO
275
STRS Ohio
Ohio
$119K 811 +811 New
9 10
11
12 13