377 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M
Name Market Value Shares Shares
Change
Shares
Change %
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K 765 -707 -48%
HNB
277
Hilltop National Bank
Wyoming
$94.6K 644 +644 New
Osaic Holdings
278
Osaic Holdings
Arizona
$81K 489 +49 +11%
MCM
279
MAI Capital Management
Ohio
$77.7K 529 -19 -3%
PAM
280
Paradigm Asset Management
New York
$70.5K 480
PFBT
281
Parkside Financial Bank & Trust
Missouri
$67.3K 458 +381 +495%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$59.6K 406 +53 +15%
BBHC
283
Brown Brothers Harriman & Co
New York
$59.1K 402 +402 New
PS
284
Principal Securities
Iowa
$58.5K 398 -7 -2%
EWA
285
EverSource Wealth Advisors
Alabama
$58K 395 +387 +4,838%
TC
286
Truvestments Capital
Florida
$56.7K 386 -67 -15%
BIG
287
Brooklyn Investment Group
New York
$56.7K 386 -36 -9%
BSB
288
Bangor Savings Bank
Maine
$55.8K 380
UB
289
UMB Bank
Missouri
$55.2K 376 +68 +22%
BNP Paribas Asset Management
290
BNP Paribas Asset Management
France
$54K 371 +371 New
SWP
291
Strategic Wealth Partners
Ohio
$47.6K 324 +324 New
Nomura Asset Management
292
Nomura Asset Management
Japan
$44.1K 300
NSIM
293
North Star Investment Management
Illinois
$44.1K 300
PMFA
294
Plante Moran Financial Advisors
Michigan
$36.7K 250
Macquarie Group
295
Macquarie Group
Australia
$34.5K 235 +235 New
GRP
296
Global Retirement Partners
California
$33.2K 226 +226 New
DWA
297
Dougherty Wealth Advisers
Minnesota
$31.4K 214
TSMHT
298
Thurston Springer Miller Herd & Titak
Indiana
$31.4K 214 +158 +282%
Jones Financial Companies
299
Jones Financial Companies
Missouri
$30.8K 210 +10 +5%
NA
300
NewEdge Advisors
Louisiana
$29.8K 203