426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
426
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
251
Magnetar Financial
Illinois
$371K
American Century Companies
252
American Century Companies
Missouri
$371K
LCM
253
Legato Capital Management
California
$368K
SAM
254
Securian Asset Management
Minnesota
$366K
WGAM
255
Wilkinson Global Asset Management
New York
$365K
ITG
256
Index Technologies Group
New York
$351K
NAM
257
NorthCrest Asset Manangement
Minnesota
$350K
BC
258
Burney Company
Virginia
$349K
BIG
259
Brooklyn Investment Group
New York
$338K
WIA
260
World Investment Advisors
California
$328K
US Bancorp
261
US Bancorp
Minnesota
$323K
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$321K
UOTTAIMCU
263
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$321K
BP
264
Ballentine Partners
Massachusetts
$320K
BOSSRA
265
B.O.S.S. Retirement Advisors
Utah
$319K
BTI
266
Blue Trust Inc
Georgia
$315K
IP
267
Isthmus Partners
Wisconsin
$309K
LNWTC
268
Laird Norton Wetherby Trust Company
Washington
$306K
Prudential Financial
269
Prudential Financial
New Jersey
$305K
BC
270
Bridgefront Capital
Texas
$303K
LAM
271
LECAP Asset Management
United Kingdom
$299K
ET
272
Equitable Trust
Tennessee
$295K
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$293K
A
274
AlphaQuest
New York
$293K
PWG
275
Portside Wealth Group
Utah
$292K