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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

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
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
251
Magnetar Financial
Illinois
$371K +$375K +2,489 New
American Century Companies
252
American Century Companies
Missouri
$371K -$208K -1,383 -36%
LCM
253
Legato Capital Management
California
$368K +$60K +398 +19%
SAM
254
Securian Asset Management
Minnesota
$366K -$15.1K -100 -4%
WGAM
255
Wilkinson Global Asset Management
New York
$365K
ITG
256
Index Technologies Group
New York
$351K +$355K +2,354 New
NAM
257
NorthCrest Asset Manangement
Minnesota
$350K +$346K +2,297 New
BC
258
Burney Company
Virginia
$349K -$2.21M -14,651 -86%
BIG
259
Brooklyn Investment Group
New York
$338K +$333K +2,213 New
WIA
260
World Investment Advisors
California
$328K +$332K +2,203 New
US Bancorp
261
US Bancorp
Minnesota
$323K -$15.8K -105 -5%
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$321K +$3.01K +20 +0.9%
UOTTAIMCU
263
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$321K +$324K +2,153 New
BP
264
Ballentine Partners
Massachusetts
$320K -$151 -1 -0%
BOSSRA
265
B.O.S.S. Retirement Advisors
Utah
$319K
BTI
266
Blue Trust Inc
Georgia
$315K -$109K -723 -25%
IP
267
Isthmus Partners
Wisconsin
$309K +$8.14K +54 +3%
LNWTC
268
Laird Norton Wetherby Trust Company
Washington
$306K +$310K +2,055 New
Prudential Financial
269
Prudential Financial
New Jersey
$305K -$242K -1,605 -44%
BC
270
Bridgefront Capital
Texas
$303K -$70.5K -468 -19%
LAM
271
LECAP Asset Management
United Kingdom
$299K +$302K +2,006 New
ET
272
Equitable Trust
Tennessee
$295K +$299K +1,982 New
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$293K -$86K -571 -23%
A
274
AlphaQuest
New York
$293K +$22K +146 +8%
PWG
275
Portside Wealth Group
Utah
$292K -$145K -960 -33%