383 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
251
SageView Advisory Group
California
$269K
KIA
252
Knollwood Investment Advisory
Maryland
$264K
MML Investors Services
253
MML Investors Services
Massachusetts
$260K
TRCT
254
Tower Research Capital (TRC)
New York
$248K
CAM
255
Claret Asset Management
Quebec, Canada
$246K
CCA
256
Cadent Capital Advisors
Oklahoma
$242K
HSBC Holdings
257
HSBC Holdings
United Kingdom
$241K
VAS
258
Vestmark Advisory Solutions
Massachusetts
$240K
MYIA
259
Mount Yale Investment Advisors
Colorado
$240K
PHK
260
Point72 Hong Kong
Hong Kong
$240K
PAM
261
Panagora Asset Management
Massachusetts
$239K
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$232K
ProShare Advisors
263
ProShare Advisors
Maryland
$230K
BA
264
Bridgewater Advisors
New York
$224K
BHPW
265
Beverly Hills Private Wealth
California
$223K
IA
266
Inspire Advisors
Idaho
$217K
MAP
267
Moody Aldrich Partners
Massachusetts
$215K
NAS
268
Nicolet Advisory Services
Wisconsin
$214K
CIBC Asset Management
269
CIBC Asset Management
Ontario, Canada
$207K
SCA
270
Snowden Capital Advisors
New York
$206K
GWMR
271
GC Wealth Management RIA
Massachusetts
$206K
EWM
272
Evercore Wealth Management
New York
$203K
ACM
273
Aquatic Capital Management
Illinois
$188K
GI
274
GAMMA Investing
California
$164K
BCFD
275
Boit C.F. David
$158K