422 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 148 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% more ownership

Funds ownership: 110.13%112.14% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$217M)

14% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 148

Holders
422
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
American Century Companies
251
American Century Companies
Missouri
$371K
LCM
252
Legato Capital Management
California
$368K
SAM
253
Securian Asset Management
Minnesota
$366K
WGAM
254
Wilkinson Global Asset Management
New York
$365K
ITG
255
Index Technologies Group
New York
$351K
NAM
256
NorthCrest Asset Manangement
Minnesota
$350K
BC
257
Burney Company
Virginia
$349K
BIG
258
Brooklyn Investment Group
New York
$338K
US Bancorp
259
US Bancorp
Minnesota
$323K
WIA
260
World Investment Advisors
California
$321K
HWAM
261
Hennion & Walsh Asset Management
New Jersey
$321K
UOTTAIMCU
262
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$321K
BP
263
Ballentine Partners
Massachusetts
$320K
BOSSRA
264
B.O.S.S. Retirement Advisors
Utah
$319K
BTI
265
Blue Trust Inc
Georgia
$315K
IP
266
Isthmus Partners
Wisconsin
$309K
LNWTC
267
Laird Norton Wetherby Trust Company
Washington
$306K
Prudential Financial
268
Prudential Financial
New Jersey
$305K
BC
269
Bridgefront Capital
Texas
$303K
LAM
270
LECAP Asset Management
United Kingdom
$299K
ET
271
Equitable Trust
Tennessee
$295K
FLPIM
272
F.L. Putnam Investment Management
Massachusetts
$293K
A
273
AlphaQuest
New York
$293K
PWG
274
Portside Wealth Group
Utah
$292K
S
275
Storgate
Texas
$291K