419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M
Name Market Value Shares Shares
Change
Shares
Change %
SC
301
Savant Capital
Illinois
$246K 1,034 +1,034 New
HL
302
HeadInvest LLC
Maine
$242K 1,020 -120 -11%
GLA
303
Great Lakes Advisors
Illinois
$238K 1,003 -233 -19%
BL
304
Balentine LLC
Georgia
$235K 988 +988 New
IA
305
Inspire Advisors
Idaho
$232K 977 +977 New
TPI
306
Trust Point Inc
Wisconsin
$230K 970 +970 New
GSC
307
Ground Swell Capital
South Carolina
$230K 970 +970 New
CS
308
Cannell & Spears
New York
$228K 958 +958 New
KBC Group
309
KBC Group
Belgium
$220K 926 +89 +11%
QCM
310
QRG Capital Management
Illinois
$216K 911 +911 New
CT
311
Chicago Trust
Illinois
$215K 905 +905 New
MML Investors Services
312
MML Investors Services
Massachusetts
$212K 894 +894 New
WLG
313
Williamson Legacy Group
Indiana
$211K 889 +889 New
NP
314
NorthRock Partners
Minnesota
$206K 867 -343 -28%
FHA
315
Flagship Harbor Advisors
Massachusetts
$205K 864 +864 New
DWM
316
Dogwood Wealth Management
Kansas
$176K 742 -1,484 -67%
CTC
317
Central Trust Company
Missouri
$170K 717 -25 -3%
HFM
318
Harvest Fund Management
China
$164K 692 -49 -7%
Nomura Asset Management
319
Nomura Asset Management
Japan
$126K 529 -26 -5%
CYG
320
Clean Yield Group
Vermont
$119K 500
PAM
321
Paradigm Asset Management
New York
$114K 480
CHA
322
Carmichael Hill & Associates
Maryland
$107K 450
SOW
323
State of Wyoming
Wyoming
$106K 446 +446 New
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$90.3K 380 -3 -0.8%
BSB
325
Bangor Savings Bank
Maine
$90.3K 380