381 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, 115 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
251
Boit C.F. David
$294K
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$274K
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$272K
GI
254
GAMCO Investors
Connecticut
$271K
BA
255
Bridgewater Advisors
New York
$269K
BAM
256
Blueshift Asset Management
New Jersey
$267K
URS
257
Utah Retirement Systems
Utah
$264K
SCA
258
Snowden Capital Advisors
New York
$261K
KIA
259
Knollwood Investment Advisory
Maryland
$256K
CC
260
Chicago Capital
Illinois
$254K
DTL
261
Dynamic Technology Lab
Singapore
$247K
BHPW
262
Beverly Hills Private Wealth
California
$237K
CAM
263
Claret Asset Management
Quebec, Canada
$233K
JF
264
Jump Financial
Illinois
$229K
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$225K
EWA
266
EP Wealth Advisors
California
$225K
PAM
267
Panagora Asset Management
Massachusetts
$223K
MML Investors Services
268
MML Investors Services
Massachusetts
$223K
ProShare Advisors
269
ProShare Advisors
Maryland
$223K
Citadel Advisors
270
Citadel Advisors
Florida
$220K
NAS
271
Nicolet Advisory Services
Wisconsin
$210K
CGH
272
Crossmark Global Holdings
Texas
$209K
TRCT
273
Tower Research Capital (TRC)
New York
$207K
MAP
274
Moody Aldrich Partners
Massachusetts
$201K
A
275
AlphaQuest
New York
$165K