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429 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
276
Utah Retirement Systems
Utah
$275K
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$266K -$15.3K -98 -5%
CC
278
Chicago Capital
Illinois
$264K
MCM
279
MAI Capital Management
Ohio
$263K +$182K +1,165 +211%
BIG
280
Brooklyn Investment Group
New York
$260K -$79.9K -511 -23%
KIA
281
Knollwood Investment Advisory
Maryland
$256K
PPW
282
Parcion Private Wealth
Washington
$253K +$258K +1,650 New
EWA
283
EP Wealth Advisors
California
$251K +$11.1K +71 +5%
BFIM
284
Beese Fulmer Investment Management
Ohio
$243K +$249K +1,590 New
NA
285
NewEdge Advisors
Louisiana
$242K +$216K +1,380 +680%
DnB Asset Management
286
DnB Asset Management
Norway
$242K +$247K +1,579 New
HSBC Holdings
287
HSBC Holdings
United Kingdom
$239K +$625 +4 +0.3%
PAM
288
Panagora Asset Management
Massachusetts
$238K +$5.94K +38 +3%
CAM
289
Claret Asset Management
Quebec, Canada
$238K
NWAG
290
Net Worth Advisory Group
Utah
$233K -$31.9K -204 -12%
SL
291
Sentinus LLC
Illinois
$231K +$236K +1,507 New
AFG
292
Atomi Financial Group
New York
$230K +$235K +1,504 New
EWA
293
EverSource Wealth Advisors
Alabama
$230K +$64.9K +415 +38%
EW
294
Evoke Wealth
California
$225K +$230K +1,469 New
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$225K -$77.8K -498 -25%
EWM
296
Empirical Wealth Management
Washington
$224K +$229K +1,465 New
C
297
Certuity
Florida
$223K +$228K +1,456 New
EP
298
Essential Partners
California
$222K +$38.6K +247 +21%
VWM
299
Venturi Wealth Management
Texas
$220K +$225K +1,440 New
AF
300
Allworth Financial
California
$219K +$146K +931 +187%