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
FC
276
Farringdon Capital
United Kingdom
$288K
SCM
277
Sterling Capital Management
North Carolina
$278K
MSRPS
278
Maryland State Retirement & Pension System
Maryland
$276K
KCP
279
Kera Capital Partners
California
$275K
CCIA
280
Campbell & Co Investment Adviser
Maryland
$275K
Ensign Peak Advisors
281
Ensign Peak Advisors
Utah
$275K
Commonwealth Equity Services
282
Commonwealth Equity Services
Massachusetts
$274K
GI
283
GAMCO Investors
Connecticut
$273K
URS
284
Utah Retirement Systems
Utah
$267K
TRCT
285
Tower Research Capital (TRC)
New York
$260K
QCM
286
Qsemble Capital Management
New York
$259K
CC
287
Chicago Capital
Illinois
$257K
NWAG
288
Net Worth Advisory Group
Utah
$257K
SAG
289
SageView Advisory Group
California
$252K
KIA
290
Knollwood Investment Advisory
Maryland
$249K
Allspring Global Investments
291
Allspring Global Investments
North Carolina
$245K
EPW
292
Evolve Private Wealth
California
$244K
PA
293
PharVision Advisers
Florida
$240K
EWA
294
EP Wealth Advisors
California
$234K
CAM
295
Claret Asset Management
Quebec, Canada
$232K
QC
296
Quadrature Capital
United Kingdom
$227K
PAM
297
Panagora Asset Management
Massachusetts
$226K
BA
298
Bridgewater Advisors
New York
$226K
DIM
299
Delta Investment Management
California
$222K
Assenagon Asset Management
300
Assenagon Asset Management
Luxembourg
$221K