383 hedge funds and large institutions have $5.61B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 421383 (-38)

26% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
A
276
AlphaQuest
New York
$165K
KBC Group
277
KBC Group
Belgium
$154K
GI
278
GAMMA Investing
California
$135K
GWM
279
Gitterman Wealth Management
New Jersey
$127K
SO
280
STRS Ohio
Ohio
$119K
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
HNB
282
Hilltop National Bank
Wyoming
$94.6K
Osaic Holdings
283
Osaic Holdings
Arizona
$93.5K
MCM
284
MAI Capital Management
Ohio
$77.7K
DB
285
Danske Bank
Denmark
$73.4K
PAM
286
Paradigm Asset Management
New York
$70.5K
PFBT
287
Parkside Financial Bank & Trust
Missouri
$67.3K
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$59.6K
BBHC
289
Brown Brothers Harriman & Co
New York
$59K
PS
290
Principal Securities
Iowa
$58.5K
EWA
291
EverSource Wealth Advisors
Alabama
$58K
TC
292
Truvestments Capital
Florida
$56.7K
BIG
293
Brooklyn Investment Group
New York
$56.7K
BSB
294
Bangor Savings Bank
Maine
$55.8K
UB
295
UMB Bank
Missouri
$55.2K
BNP Paribas Asset Management
296
BNP Paribas Asset Management
France
$54K
SWP
297
Strategic Wealth Partners
Ohio
$47.6K
Nomura Asset Management
298
Nomura Asset Management
Japan
$44.1K
NSIM
299
North Star Investment Management
Illinois
$44.1K
PMFA
300
Plante Moran Financial Advisors
Michigan
$36.7K