426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 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:

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
426
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
S
276
Storgate
Texas
$291K
FC
277
Farringdon Capital
United Kingdom
$288K
SCM
278
Sterling Capital Management
North Carolina
$278K
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$276K
KCP
280
Kera Capital Partners
California
$275K
CCIA
281
Campbell & Co Investment Adviser
Maryland
$275K
Ensign Peak Advisors
282
Ensign Peak Advisors
Utah
$275K
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$274K
GI
284
GAMCO Investors
Connecticut
$273K
URS
285
Utah Retirement Systems
Utah
$267K
TRCT
286
Tower Research Capital (TRC)
New York
$260K
QCM
287
Qsemble Capital Management
New York
$259K
CC
288
Chicago Capital
Illinois
$257K
NWAG
289
Net Worth Advisory Group
Utah
$257K
SAG
290
SageView Advisory Group
California
$252K
KIA
291
Knollwood Investment Advisory
Maryland
$249K
Allspring Global Investments
292
Allspring Global Investments
North Carolina
$245K
EPW
293
Evolve Private Wealth
California
$244K
PA
294
PharVision Advisers
Florida
$240K
EWA
295
EP Wealth Advisors
California
$234K
CAM
296
Claret Asset Management
Quebec, Canada
$232K
HSBC Holdings
297
HSBC Holdings
United Kingdom
$232K
QC
298
Quadrature Capital
United Kingdom
$227K
PAM
299
Panagora Asset Management
Massachusetts
$226K
BA
300
Bridgewater Advisors
New York
$226K