383 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, 143 reducing their positions, and 38 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:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
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
TC
301
Truvestments Capital
Florida
$40.2K
PMFA
302
Plante Moran Financial Advisors
Michigan
$39.4K
GRP
303
Global Retirement Partners
California
$36.1K
HFS
304
Hantz Financial Services
Michigan
$36K
SC
305
Steph & Co
Wisconsin
$34.8K
CIAM
306
Caitong International Asset Management
Hong Kong
$34.7K
Macquarie Group
307
Macquarie Group
Australia
$34.5K
DWA
308
Dougherty Wealth Advisers
Minnesota
$33.7K
NA
309
NewEdge Advisors
Louisiana
$32K
QC
310
Quent Capital
New York
$28K
WSFS
311
Wilmington Savings Fund Society
Delaware
$27.6K
CAC
312
Core Alternative Capital
Georgia
$26.9K
CA
313
Clearstead Advisors
Ohio
$22.5K
FHC
314
First Horizon Corporation
Tennessee
$22.5K
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$21K
YDMI
316
Y.D. More Investments
Israel
$19.9K
FFA
317
Farther Finance Advisors
California
$19.8K
VCM
318
Versant Capital Management
Arizona
$17.5K
RA
319
Rise Advisors
New York
$17K
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$16.9K
Mitsubishi UFJ Asset Management
321
Mitsubishi UFJ Asset Management
Japan
$15.9K
SPIA
322
Steward Partners Investment Advisory
New York
$15.8K
RFP
323
Root Financial Partners
California
$15.1K
CTC
324
Central Trust Company
Missouri
$15K
Simplex Trading
325
Simplex Trading
Illinois
$14K