379 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, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
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
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
276
Gitterman Wealth Management
New Jersey
$127K +$127K +868 New
SO
277
STRS Ohio
Ohio
$119K +$119K +811 New
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K -$104K -707 -48%
HNB
279
Hilltop National Bank
Wyoming
$94.6K +$94.6K +644 New
Osaic Holdings
280
Osaic Holdings
Arizona
$81K +$8.12K +49 +11%
MCM
281
MAI Capital Management
Ohio
$77.7K -$2.79K -19 -3%
PAM
282
Paradigm Asset Management
New York
$70.5K
PFBT
283
Parkside Financial Bank & Trust
Missouri
$67.3K +$56K +381 +495%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$59.6K +$7.79K +53 +15%
BBHC
285
Brown Brothers Harriman & Co
New York
$59.1K +$59.1K +402 New
PS
286
Principal Securities
Iowa
$58.5K -$1.03K -7 -2%
EWA
287
EverSource Wealth Advisors
Alabama
$58K +$56.8K +387 +4,838%
TC
288
Truvestments Capital
Florida
$56.7K -$9.84K -67 -15%
BIG
289
Brooklyn Investment Group
New York
$56.7K -$5.29K -36 -9%
BSB
290
Bangor Savings Bank
Maine
$55.8K
UB
291
UMB Bank
Missouri
$55.2K +$9.99K +68 +22%
BNP Paribas Asset Management
292
BNP Paribas Asset Management
France
$54K +$54K +371 New
SWP
293
Strategic Wealth Partners
Ohio
$47.6K +$47.6K +324 New
Nomura Asset Management
294
Nomura Asset Management
Japan
$44.1K
NSIM
295
North Star Investment Management
Illinois
$44.1K
PMFA
296
Plante Moran Financial Advisors
Michigan
$36.7K
Macquarie Group
297
Macquarie Group
Australia
$34.5K +$34.5K +235 New
GRP
298
Global Retirement Partners
California
$33.2K +$33.2K +226 New
DWA
299
Dougherty Wealth Advisers
Minnesota
$31.4K
TSMHT
300
Thurston Springer Miller Herd & Titak
Indiana
$31.4K +$23.2K +158 +282%