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353 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $37.6M

10.71% more ownership

Funds ownership: 97.89%108.6% (+11%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% less funds holding

Funds holding: 354353 (-1)

11% less capital invested

Capital invested by funds: $6.85B → $6.09B (-$757M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
134
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
301
Creative Financial Designs
Indiana
$33K
FHA
302
First Horizon Advisors
Tennessee
$32K -$51.4K -327 -57%
CFO
303
CVA Family Office
Colorado
$32K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$27K -$7.23K -46 -18%
DWA
305
Dougherty Wealth Advisers
Minnesota
$27K
AS
306
Altshuler Shaham
Israel
$24K +$1.73K +11 +6%
GRP
307
Global Retirement Partners
California
$24K +$13.2K +84 +129%
SC
308
Solstein Capital
California
$23K
CAC
309
Core Alternative Capital
Georgia
$22K
MCC
310
Money Concepts Capital
Florida
$22K
Nomura Asset Management
311
Nomura Asset Management
Japan
$21.6K
FF
312
FourThought Financial
Florida
$21K -$10.1K -64 -28%
SWM
313
Spire Wealth Management
Virginia
$18K -$472 -3 -2%
AF
314
Advisornet Financial
Minnesota
$17K -$1.73K -11 -8%
S
315
SignatureFD
Georgia
$17K
VCM
316
Vigilant Capital Management
Maine
$16K -$4.24K -27 -18%
QCG
317
Quadrant Capital Group
Ohio
$16K -$157 -1 -0.8%
QC
318
Quent Capital
New York
$16K
PA
319
Parallel Advisors
California
$13K -$2.2K -14 -12%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$13K
SPIA
321
Steward Partners Investment Advisory
New York
$13K +$3.62K +23 +29%
BBHC
322
Brown Brothers Harriman & Co
New York
$12K +$14.6K +93 New
CTC
323
Central Trust Company
Missouri
$11K
LC
324
Lindbrook Capital
California
$11K
MAM
325
Meeder Asset Management
Ohio
$9K -$152K -969 -93%