419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$410K
JF
252
Jump Financial
Illinois
$408K
II
253
Inspire Investing
Idaho
$406K
KTA
254
Keeley-Teton Advisors
Illinois
$406K
USAA
255
United Services Automobile Association
Texas
$400K
TRCT
256
Tower Research Capital (TRC)
New York
$396K
William Blair Investment Management
257
William Blair Investment Management
Illinois
$395K
VPIM
258
Vanguard Personalized Indexing Management
California
$394K
EF
259
Empowered Funds
Pennsylvania
$394K
Truist Financial
260
Truist Financial
North Carolina
$393K
OTL
261
Oak Thistle LLC
New York
$392K
OF
262
Optimize Financial
California
$389K
WGAM
263
Wilkinson Global Asset Management
New York
$385K
BTI
264
Blue Trust Inc
Georgia
$380K
PAS
265
Point72 Asia (Singapore)
Singapore
$377K
SAM
266
Shell Asset Management
Netherlands
$374K
BP
267
Ballentine Partners
Massachusetts
$334K
DekaBank Deutsche Girozentrale
268
DekaBank Deutsche Girozentrale
Germany
$332K
URS
269
Utah Retirement Systems
Utah
$330K
CSS
270
Cubist Systematic Strategies
Connecticut
$330K
OQS
271
Occudo Quantitative Strategies
Florida
$326K
NWAG
272
Net Worth Advisory Group
Utah
$322K
SCM
273
Sterling Capital Management
North Carolina
$318K
SCA
274
Snowden Capital Advisors
New York
$317K
AWM
275
Apollon Wealth Management
South Carolina
$315K