405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M
Name Market Value Shares Shares
Change
Shares
Change %
Vontobel Holding
251
Vontobel Holding
Switzerland
$530K 2,910 +2,910 New
FT
252
Fiduciary Trust
Massachusetts
$529K 2,905 +2,905 New
PWG
253
Portside Wealth Group
Utah
$527K 2,897 +2,897 New
AWM
254
Axxcess Wealth Management
California
$517K 2,842 -2,804 -50%
WPW
255
Waldron Private Wealth
Pennsylvania
$517K 2,841
SWS
256
SYSTM Wealth Solutions
Illinois
$508K 2,788 +266 +11%
Point72 Asset Management
257
Point72 Asset Management
Connecticut
$504K 2,766 +2,506 +964%
Truist Financial
258
Truist Financial
North Carolina
$502K 2,758 -124 -4%
Lazard Asset Management
259
Lazard Asset Management
New York
$501K 2,756 +1,195 +77%
OTPPB
260
Ontario Teachers' Pension Plan Board
Ontario, Canada
$498K 2,734 +242 +10%
EAM
261
Eukles Asset Management
Ohio
$495K 2,720 +24 +0.9%
YIH
262
Y-Intercept (HK)
Hong Kong
$495K 2,719 +2,719 New
TI
263
Tidal Investments
Wisconsin
$470K 2,582 +426 +20%
WF
264
Welch & Forbes
Massachusetts
$460K 2,525
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$457K 2,511 -81 -3%
ProShare Advisors
266
ProShare Advisors
Maryland
$456K 2,502 -91 -4%
RJT
267
Raymond James Trust
Florida
$455K 2,502 +53 +2%
CM
268
Capula Management
Cayman Islands
$452K 2,480 +2,480 New
WGAM
269
Wilkinson Global Asset Management
New York
$446K 2,450
CL
270
CSS LLC
Illinois
$428K 2,353 -147 -6%
YC
271
Yarbrough Capital
Tennessee
$422K 2,318
WT
272
Whittier Trust
California
$400K 2,197
BP
273
Ballentine Partners
Massachusetts
$399K 2,189
AP
274
AtonRa Partners
Switzerland
$396K 2,175 -29 -1%
NP
275
Nilsine Partners
Colorado
$391K 2,146