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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
IA
301
Inspire Advisors
Idaho
$218K +$8.28K +53 +4%
BHPW
302
Beverly Hills Private Wealth
California
$212K +$216K +1,382 New
ProShare Advisors
303
ProShare Advisors
Maryland
$210K -$156 -1 -0.1%
I
304
InceptionR
California
$210K +$215K +1,374 New
CCA
305
Cadent Capital Advisors
Oklahoma
$207K
Lido Advisors
306
Lido Advisors
California
$202K +$206K +1,319 New
QCM
307
QRG Capital Management
Illinois
$201K +$206K +1,315 New
RCAG
308
Rehmann Capital Advisory Group
Michigan
$201K +$205K +1,314 New
ASN
309
Advisory Services Network
Georgia
$193K +$197K +1,258 New
MA
310
MCF Advisors
Kentucky
$186K +$190K +1,218 New
GI
311
GAMMA Investing
California
$183K +$28.8K +184 +18%
TRCT
312
Tower Research Capital (TRC)
New York
$178K -$91.1K -583 -33%
SCM
313
Sterling Capital Management
North Carolina
$163K -$125K -798 -43%
KBC Group
314
KBC Group
Belgium
$160K
ECSS
315
Eurizon Capital SGR SpA
$159K +$161K +1,029 New
HFS
316
Hantz Financial Services
Michigan
$140K +$26.1K +167 +22%
QCG
317
Quadrant Capital Group
Ohio
$134K +$6.57K +42 +5%
CA
318
Clearstead Advisors
Ohio
$130K +$62.4K +399 +89%
SO
319
STRS Ohio
Ohio
$124K -$156 -1 -0.1%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$118K +$18.9K +121 +19%
AAP
321
Arax Advisory Partners
Colorado
$114K +$97.1K +621 +509%
FFA
322
Farther Finance Advisors
California
$110K +$6.57K +42 +6%
BNP Paribas Asset Management
323
BNP Paribas Asset Management
France
$108K -$567K -3,628 -84%
Osaic Holdings
324
Osaic Holdings
Arizona
$94.9K +$12K +77 +14%
HNB
325
Hilltop National Bank
Wyoming
$88.3K +$5.63K +36 +7%