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354 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.92% less ownership

Funds ownership: 98.81%97.89% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 121

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 366354 (-12)

13% less capital invested

Capital invested by funds: $7.89B → $6.85B (-$1.04B)

Holders
354
Holders Change
-12
Holders Change %
-3.28%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
115
Reduced
121
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$39K -$4.91K -30 -11%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$39K
FBT
303
First Bank & Trust
South Dakota
$37K
FF
304
FourThought Financial
Florida
$36K
DWA
305
Dougherty Wealth Advisers
Minnesota
$33K
SC
306
Solstein Capital
California
$28K
MCC
307
Money Concepts Capital
Florida
$27K -$3.77K -23 -12%
CAC
308
Core Alternative Capital
Georgia
$27K
Nomura Asset Management
309
Nomura Asset Management
Japan
$26.4K
AS
310
Altshuler Shaham
Israel
$26K +$27.8K +170 New
VCM
311
Vigilant Capital Management
Maine
$23K
SWM
312
Spire Wealth Management
Virginia
$23K +$491 +3 +2%
AF
313
Advisornet Financial
Minnesota
$22K +$2.46K +15 +12%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.75K -29 -18%
QCG
315
Quadrant Capital Group
Ohio
$20K -$2.46K -15 -10%
S
316
SignatureFD
Georgia
$20K -$1.31K -8 -6%
QC
317
Quent Capital
New York
$20K
PA
318
Parallel Advisors
California
$18K
BFEC
319
Benjamin F. Edwards & Company
Missouri
$16K
RTC
320
Riverview Trust Company
Washington
$15K
LC
321
Lindbrook Capital
California
$14K
CTC
322
Central Trust Company
Missouri
$13K
SPIA
323
Steward Partners Investment Advisory
New York
$12K
CI
324
CX Institutional
Indiana
$11K +$11K +67 New
ST
325
Smithfield Trust
Pennsylvania
$10K