388 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.94% less ownership

Funds ownership: 111.07%110.13% (-0.94%)

19% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 146

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
251
Net Worth Advisory Group
Utah
$276K
CC
252
Chicago Capital
Illinois
$272K
SAG
253
SageView Advisory Group
California
$269K
KIA
254
Knollwood Investment Advisory
Maryland
$264K
MML Investors Services
255
MML Investors Services
Massachusetts
$260K
TRCT
256
Tower Research Capital (TRC)
New York
$248K
CAM
257
Claret Asset Management
Quebec, Canada
$246K
CCA
258
Cadent Capital Advisors
Oklahoma
$242K
HSBC Holdings
259
HSBC Holdings
United Kingdom
$241K
VAS
260
Vestmark Advisory Solutions
Massachusetts
$240K
MYIA
261
Mount Yale Investment Advisors
Colorado
$240K
PHK
262
Point72 Hong Kong
Hong Kong
$240K
PAM
263
Panagora Asset Management
Massachusetts
$239K
SLAM
264
Swiss Life Asset Management
$236K
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$232K
ProShare Advisors
266
ProShare Advisors
Maryland
$230K
BA
267
Bridgewater Advisors
New York
$224K
BHPW
268
Beverly Hills Private Wealth
California
$223K
IA
269
Inspire Advisors
Idaho
$217K
MAP
270
Moody Aldrich Partners
Massachusetts
$215K
NAS
271
Nicolet Advisory Services
Wisconsin
$214K
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$207K
SCA
273
Snowden Capital Advisors
New York
$206K
GWMR
274
GC Wealth Management RIA
Massachusetts
$206K
EWM
275
Evercore Wealth Management
New York
$203K