388 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.94% less ownership

Funds ownership: 111.07%110.13% (-0.94%)

19% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 146

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
Aquatic Capital Management
Illinois
$188K
GI
277
GAMMA Investing
California
$164K
BCFD
278
Boit C.F. David
$158K
SWP
279
Strategic Wealth Partners
Ohio
$153K
ASN
280
Advisory Services Network
Georgia
$151K
SAM
281
Shell Asset Management
Netherlands
$145K
QCG
282
Quadrant Capital Group
Ohio
$132K
SO
283
STRS Ohio
Ohio
$128K
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K
AGWCA
285
Annis Gardner Whiting Capital Advisors
Florida
$112K
Osaic Holdings
286
Osaic Holdings
Arizona
$111K
SG Americas Securities
287
SG Americas Securities
New York
$104K
HNB
288
Hilltop National Bank
Wyoming
$101K
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$86.5K
Acadian Asset Management
290
Acadian Asset Management
Massachusetts
$83K
MCM
291
MAI Capital Management
Ohio
$82.7K
DB
292
Danske Bank
Denmark
$78.8K
PS
293
Principal Securities
Iowa
$77.3K
PAM
294
Paradigm Asset Management
New York
$75.6K
PFBT
295
Parkside Financial Bank & Trust
Missouri
$72K
EWA
296
EverSource Wealth Advisors
Alabama
$64.9K
BBHC
297
Brown Brothers Harriman & Co
New York
$63.3K
UB
298
UMB Bank
Missouri
$60.3K
BSB
299
Bangor Savings Bank
Maine
$59.9K
SAM
300
Smartleaf Asset Management
Massachusetts
$59.4K