409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M
Name Market Value Shares Shares
Change
Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$290K 1,541 +1,291 +516%
BCFD
302
Boit C.F. David
$288K 1,540
EWM
303
Evercore Wealth Management
New York
$283K 1,503
TC
304
Truvestments Capital
Florida
$282K 1,501 +16 +1%
Stifel Financial
305
Stifel Financial
Missouri
$271K 1,443 -72 -5%
FGP
306
Foyston, Gordon, & Payne
Ontario, Canada
$265K 1,410 +1,410 New
CFAM
307
Coury Firm Asset Management
Pennsylvania
$259K 1,375
HFM
308
Harvest Fund Management
China
$254K 1,354
WAM
309
Watershed Asset Management
California
$249K 1,323 +1,323 New
PL
310
Perpetual Ltd
Australia
$238K 1,264 -2,141 -63%
OAM
311
Oppenheimer Asset Management
New York
$237K 1,258 -17 -1%
HT
312
Headlands Technologies
Illinois
$234K 1,243 +1,243 New
EI
313
Ethic Inc
New York
$232K 1,233 -545 -31%
AWS
314
Atria Wealth Solutions
New York
$231K 1,230 -689 -36%
SCA
315
Snowden Capital Advisors
New York
$230K 1,221 -36 -3%
Citadel Advisors
316
Citadel Advisors
Florida
$228K 1,213 -73,359 -98%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$227K 1,206
WDA
318
Wendell David Associates
New Hampshire
$224K 1,189 +87 +8%
HWAM
319
Hennion & Walsh Asset Management
New Jersey
$222K 1,180 +1,180 New
RPCONE
320
Retirement Planning Company of New England
Rhode Island
$220K 1,169 -15 -1%
PA
321
Profund Advisors
Maryland
$218K 1,158 -187 -14%
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$217K 1,153 +1,153 New
CM
323
Capula Management
Cayman Islands
$214K 1,140 -1,340 -54%
HL
324
HeadInvest LLC
Maine
$213K 1,140
SHJ
325
Sharkey, Howes & Javer
Colorado
$213K 1,131 +1,131 New