381 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, 115 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: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
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
KBC Group
276
KBC Group
Belgium
$154K
GI
277
GAMMA Investing
California
$135K
GWM
278
Gitterman Wealth Management
New Jersey
$127K
SO
279
STRS Ohio
Ohio
$119K
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
HNB
281
Hilltop National Bank
Wyoming
$94.6K
Osaic Holdings
282
Osaic Holdings
Arizona
$81K
MCM
283
MAI Capital Management
Ohio
$77.7K
PAM
284
Paradigm Asset Management
New York
$70.5K
PFBT
285
Parkside Financial Bank & Trust
Missouri
$67.3K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$59.6K
BBHC
287
Brown Brothers Harriman & Co
New York
$59K
PS
288
Principal Securities
Iowa
$58.5K
EWA
289
EverSource Wealth Advisors
Alabama
$58K
TC
290
Truvestments Capital
Florida
$56.7K
BIG
291
Brooklyn Investment Group
New York
$56.7K
BSB
292
Bangor Savings Bank
Maine
$55.8K
UB
293
UMB Bank
Missouri
$55.2K
BNP Paribas Asset Management
294
BNP Paribas Asset Management
France
$54K
SWP
295
Strategic Wealth Partners
Ohio
$47.6K
NSIM
296
North Star Investment Management
Illinois
$44.1K
Nomura Asset Management
297
Nomura Asset Management
Japan
$44.1K
PMFA
298
Plante Moran Financial Advisors
Michigan
$36.7K
Macquarie Group
299
Macquarie Group
Australia
$34.5K
GRP
300
Global Retirement Partners
California
$33.2K