415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M
Name Market Value Shares Shares
Change
Shares
Change %
WF
251
Welch & Forbes
Massachusetts
$491K 2,525
RJT
252
Raymond James Trust
Florida
$478K 2,456 -40 -2%
WGAM
253
Wilkinson Global Asset Management
New York
$477K 2,450
CSS
254
Cubist Systematic Strategies
Connecticut
$473K 2,432 -12,207 -83%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$453K 2,329 -10 -0.4%
YC
256
Yarbrough Capital
Tennessee
$451K 2,318
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$447K 2,297 +86 +4%
RFN
258
RDA Financial Network
Iowa
$446K 2,291 +641 +39%
ProShare Advisors
259
ProShare Advisors
Maryland
$437K 2,248 -71 -3%
DWM
260
Dogwood Wealth Management
Kansas
$433K 2,226 +2,226 New
II
261
Inspire Investing
Idaho
$431K 2,214 +319 +17%
BP
262
Ballentine Partners
Massachusetts
$426K 2,189
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$424K 2,193
BA
264
Bridgewater Associates
Connecticut
$421K 2,165 +2,165 New
PI
265
PEAK6 Investments
Illinois
$401K 2,060 +363 +21%
AWM
266
Axxcess Wealth Management
California
$393K 2,021 -3,064 -60%
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$380K 1,954 +17 +0.9%
MAP
268
Moody Aldrich Partners
Massachusetts
$379K 1,948 -4 -0.2%
SAM
269
Seelaus Asset Management
New Jersey
$378K 1,941 -642 -25%
AWM
270
Apollon Wealth Management
South Carolina
$373K 1,915 +21 +1%
Stifel Financial
271
Stifel Financial
Missouri
$369K 1,899 +456 +32%
RJFSA
272
Raymond James Financial Services Advisors
Florida
$368K 1,893 +94 +5%
JCIA
273
Jackson Creek Investment Advisors
Colorado
$361K 1,855 -18 -1%
SG Americas Securities
274
SG Americas Securities
New York
$359K 1,845 +134 +8%
SCM
275
Shelton Capital Management
Colorado
$359K 1,843 -207 -10%