419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
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
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
276
Boit C.F. David
$314K
IP
277
Isthmus Partners
Wisconsin
$312K
FCM
278
Fieldview Capital Management
Michigan
$307K
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$291K
CCA
280
Cadent Capital Advisors
Oklahoma
$286K
IIM
281
INTECH Investment Management
Florida
$284K
KBC Group
282
KBC Group
Belgium
$281K
SG Americas Securities
283
SG Americas Securities
New York
$279K
BIG
284
Brookwood Investment Group
Arizona
$279K
KIA
285
Knollwood Investment Advisory
Maryland
$274K
CCP
286
Clifford Capital Partners
Utah
$273K
CC
287
Chicago Capital
Illinois
$271K
EC
288
EntryPoint Capital
New York
$267K
ECM
289
Everence Capital Management
Indiana
$264K
SAG
290
SageView Advisory Group
California
$264K
CGH
291
Crossmark Global Holdings
Texas
$263K
RS
292
R Squared
Hong Kong
$258K
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$256K
IFU
294
iSAM Funds (UK)
United Kingdom
$253K
Tudor Investment Corp
295
Tudor Investment Corp
Connecticut
$252K
LCM
296
Legato Capital Management
California
$246K
CCM
297
Coldstream Capital Management
Washington
$244K
QCG
298
Quadrant Capital Group
Ohio
$242K
DS
299
DRW Securities
Illinois
$239K
PAM
300
Panagora Asset Management
Massachusetts
$239K