405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M
Name Market Value Shares Shares
Change
Shares
Change %
EWM
301
Evercore Wealth Management
New York
$274K 1,503
TC
302
Truvestments Capital
Florida
$270K 1,485 -1 -0.1%
SG Americas Securities
303
SG Americas Securities
New York
$267K 1,467 -8,007 -85%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$266K 1,459 -342 -19%
Mitsubishi UFJ Trust & Banking
305
Mitsubishi UFJ Trust & Banking
Japan
$260K 1,430 +1,430 New
DA
306
Duality Advisers
Florida
$256K 1,405 +1,405 New
CFAM
307
Coury Firm Asset Management
Pennsylvania
$250K 1,375 -475 -26%
HFM
308
Harvest Fund Management
China
$246K 1,354 -512 -27%
PA
309
Profund Advisors
Maryland
$245K 1,345 -153 -10%
JFG
310
Jefferies Financial Group
New York
$245K 1,345 +1,345 New
JPMPWA
311
J.P. Morgan Private Wealth Advisors
California
$233K 1,279 -1,162 -48%
CMBA
312
C.M. Bidwell & Associates
Hawaii
$233K 1,278 -188 -13%
OAM
313
Oppenheimer Asset Management
New York
$232K 1,275 -1 -0.1%
O
314
Ossiam
France
$229K 1,258 +595 +90%
SCA
315
Snowden Capital Advisors
New York
$229K 1,257 +79 +7%
HL
316
HeadInvest LLC
Maine
$220K 1,140 +5 +0.4%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$220K 1,206
QI
318
Qtron Investments
Massachusetts
$218K 1,200 -146 -11%
RPCONE
319
Retirement Planning Company of New England
Rhode Island
$216K 1,184 +1,184 New
RFN
320
RDA Financial Network
Iowa
$214K 1,175 +1,175 New
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$207K 1,135 -41 -3%
WIC
322
Woodmont Investment Counsel
Tennessee
$204K 1,118
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$201K 1,104 +1,104 New
WDA
324
Wendell David Associates
New Hampshire
$201K 1,102 +1,102 New
PI
325
PEAK6 Investments
Illinois
$176K 967 +967 New