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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
P
301
&Partners
Tennessee
$242K 1,156 +1,156 New
CAM
302
Claret Asset Management
Quebec, Canada
$238K 1,137 +6 +0.5%
CT
303
Chicago Trust
Illinois
$237K 1,130 -435 -28%
CFGS
304
Concourse Financial Group Securities
Alabama
$235K 1,121 +703 +168%
WPC
305
Wedmont Private Capital
Pennsylvania
$232K 1,113 -47 -4%
Simplex Trading
306
Simplex Trading
Illinois
$226K 1,082 +1,082 New
BOSSRA
307
B.O.S.S. Retirement Advisors
Utah
$223K 1,065 +1,065 New
IA
308
Inspire Advisors
Idaho
$221K 1,053 +1,053 New
LA
309
Legacy Advisors
Pennsylvania
$220K 1,048 -149 -12%
QCM
310
QRG Capital Management
Illinois
$219K 1,046 +1,046 New
UCFA
311
United Capital Financial Advisors
Texas
$219K 1,044 +1,044 New
MYAM
312
Meiji Yasuda Asset Management
Japan
$212K 1,011 +1,011 New
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$208K 994 +994 New
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$173K 824 +824 New
HNB
315
Hilltop National Bank
Wyoming
$107K 511 +511 New
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$106K 506 +120 +31%
CYG
317
Clean Yield Group
Vermont
$105K 500 – –
CHA
318
Carmichael Hill & Associates
Maryland
$105K 500 +50 +11%
PAM
319
Paradigm Asset Management
New York
$101K 480 – –
PS
320
Principal Securities
Iowa
$98.4K 469 +267 +132%
TCOV
321
Trust Company of Vermont
Vermont
$87.9K 419 -111 -21%
BSB
322
Bangor Savings Bank
Maine
$79.7K 380 – –
BTI
323
Blue Trust Inc
Georgia
$74K 418 +190 +83%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$73K 348 -86 -20%
NA
325
NewEdge Advisors
Louisiana
$70.9K 338 – –
11 12
13
14 15