383 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, 143 reducing their positions, and 38 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:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
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
SWP
276
Strategic Wealth Partners
Ohio
$153K
ASN
277
Advisory Services Network
Georgia
$151K
SAM
278
Shell Asset Management
Netherlands
$145K
QCG
279
Quadrant Capital Group
Ohio
$132K
SO
280
STRS Ohio
Ohio
$128K
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K
AGWCA
282
Annis Gardner Whiting Capital Advisors
Florida
$112K
Osaic Holdings
283
Osaic Holdings
Arizona
$111K
SG Americas Securities
284
SG Americas Securities
New York
$104K
HNB
285
Hilltop National Bank
Wyoming
$101K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$86.5K
Acadian Asset Management
287
Acadian Asset Management
Massachusetts
$83K
MCM
288
MAI Capital Management
Ohio
$82.7K
DB
289
Danske Bank
Denmark
$78.8K
PS
290
Principal Securities
Iowa
$77.3K
PAM
291
Paradigm Asset Management
New York
$75.6K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$72K
EWA
293
EverSource Wealth Advisors
Alabama
$64.9K
BBHC
294
Brown Brothers Harriman & Co
New York
$63.3K
UB
295
UMB Bank
Missouri
$60.3K
BSB
296
Bangor Savings Bank
Maine
$59.9K
SAM
297
Smartleaf Asset Management
Massachusetts
$59.4K
Jones Financial Companies
298
Jones Financial Companies
Missouri
$52.7K
Nomura Asset Management
299
Nomura Asset Management
Japan
$47.3K
NSIM
300
North Star Investment Management
Illinois
$47.3K