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WEX
WEX

Overview Fund Activity

377 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, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
301
Core Alternative Capital
Georgia
$25.1K 171 – –
YDMI
302
Y.D. More Investments
Israel
$24.4K 166 -47 -22%
WSFS
303
Wilmington Savings Fund Society
Delaware
$24.1K 164 -5 -3%
SOW
304
State of Wyoming
Wyoming
$23.5K 160 -518 -76%
CA
305
Clearstead Advisors
Ohio
$21K 143 +143 New
FHA
306
First Horizon Advisors
Tennessee
$21K 143 -75 -34%
IA
307
IFP Advisors
Florida
$19.5K 59 -47 -44%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$18.8K 128 +7 +6%
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$18K 121 -3 -2%
RA
310
Rise Advisors
New York
$16.2K 110 +2 +2%
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$14.8K 101 – –
CTC
312
Central Trust Company
Missouri
$14K 95 – –
SAM
313
Smartleaf Asset Management
Massachusetts
$14K 95 -204 -68%
FFA
314
Farther Finance Advisors
California
$13.7K 93 -179 -66%
C
315
Covestor
United Kingdom
$13K 90 +32 +55%
HFS
316
Hantz Financial Services
Michigan
$13K 87 +78 +867%
GWM
317
Geneos Wealth Management
Colorado
$12.6K 86 -34 -28%
SPIA
318
Steward Partners Investment Advisory
New York
$11.8K 80 -24 -23%
CPA
319
Compass Planning Associates
Massachusetts
$11K 75 – –
ST
320
Smithfield Trust
Pennsylvania
$10K 67 – –
AAP
321
Arax Advisory Partners
Colorado
$8.81K 60 -85 -59%
PA
322
Parallel Advisors
California
$8.67K 59 -41 -41%
JSAM
323
J. Safra Asset Management
New York
$8.08K 55 -23 -29%
VCM
324
Versant Capital Management
Arizona
$7.49K 51 +18 +55%
LFG
325
Larson Financial Group
Missouri
$7.2K 49 +29 +145%
11 12
13
14 15