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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

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
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
S
276
Storgate
Texas
$291K +$294K +1,951 New
FC
277
Farringdon Capital
United Kingdom
$288K -$718K -4,768 -71%
SCM
278
Sterling Capital Management
North Carolina
$278K -$10.2K -68 -4%
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$276K
KCP
280
Kera Capital Partners
California
$275K +$270K +1,789 New
CCIA
281
Campbell & Co Investment Adviser
Maryland
$275K +$278K +1,848 New
Ensign Peak Advisors
282
Ensign Peak Advisors
Utah
$275K -$595K -3,950 -68%
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$274K +$9.04K +60 +3%
GI
284
GAMCO Investors
Connecticut
$273K -$1.96K -13 -0.7%
URS
285
Utah Retirement Systems
Utah
$267K
TRCT
286
Tower Research Capital (TRC)
New York
$260K +$25.5K +169 +11%
QCM
287
Qsemble Capital Management
New York
$259K -$7.23K -48 -3%
CC
288
Chicago Capital
Illinois
$257K
NWAG
289
Net Worth Advisory Group
Utah
$257K -$3.77K -25 -1%
SAG
290
SageView Advisory Group
California
$252K -$2.41K -16 -0.9%
KIA
291
Knollwood Investment Advisory
Maryland
$249K
Allspring Global Investments
292
Allspring Global Investments
North Carolina
$245K +$249K +1,651 New
EPW
293
Evolve Private Wealth
California
$244K +$247K +1,638 New
PA
294
PharVision Advisers
Florida
$240K +$242K +1,608 New
EWA
295
EP Wealth Advisors
California
$234K +$237K +1,571 New
CAM
296
Claret Asset Management
Quebec, Canada
$232K -$603 -4 -0.3%
HSBC Holdings
297
HSBC Holdings
United Kingdom
$232K +$3.62K +24 +2%
QC
298
Quadrature Capital
United Kingdom
$227K -$194K -1,285 -46%
PAM
299
Panagora Asset Management
Massachusetts
$226K
BA
300
Bridgewater Advisors
New York
$226K +$16.6K +110 +7%