352 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, 120 reducing their positions, and 45 closing their positions.

Holders
352
Holders Change
-12
Holders Change %
-3.3%
% of All Funds
5.95%
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
120
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Market Value Shares Shares
Change
Shares
Change %
FBT
301
First Bank & Trust
South Dakota
$37K 240
FF
302
FourThought Financial
Florida
$36K 232
DWA
303
Dougherty Wealth Advisers
Minnesota
$33K 214
SC
304
Solstein Capital
California
$28K 179
MCC
305
Money Concepts Capital
Florida
$27K 172 -23 -12%
CAC
306
Core Alternative Capital
Georgia
$27K 171
Nomura Asset Management
307
Nomura Asset Management
Japan
$26.4K 170
AS
308
Altshuler Shaham
Israel
$26K 170 +170 New
VCM
309
Vigilant Capital Management
Maine
$23K 150
SWM
310
Spire Wealth Management
Virginia
$23K 145 +3 +2%
AF
311
Advisornet Financial
Minnesota
$22K 143 +15 +12%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$21K 133 -29 -18%
QCG
313
Quadrant Capital Group
Ohio
$20K 128 -15 -10%
S
314
SignatureFD
Georgia
$20K 131 -8 -6%
QC
315
Quent Capital
New York
$20K 126
PA
316
Parallel Advisors
California
$18K 113
BFEC
317
Benjamin F. Edwards & Company
Missouri
$16K 100
RTC
318
Riverview Trust Company
Washington
$15K 94
LC
319
Lindbrook Capital
California
$14K 90
CTC
320
Central Trust Company
Missouri
$13K 85
SPIA
321
Steward Partners Investment Advisory
New York
$12K 80
CI
322
CX Institutional
Indiana
$11K 67 +67 New
ST
323
Smithfield Trust
Pennsylvania
$10K 67
GRP
324
Global Retirement Partners
California
$10K 65 +59 +983%
AFG
325
Albion Financial Group
Utah
$9K 60