WEX
429 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 173 reducing their positions, and 58 closing their positions.
4,211% more call options, than puts
Call options by funds: $91.4M | Put options by funds: $2.12M
10% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 58
0% less funds holding
Funds holding: 431 → 429 (-2)
2.31% less ownership
Funds ownership: 103.5% → 101.19% (-2.3%)
20% less capital invested
Capital invested by funds: $8.82B → $7.06B (-$1.76B)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
31% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$197M |
| 2 |
D.E. Shaw & Co
New York
|
+$35.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$32.6M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
+$31.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$333M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$71.3M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$61.5M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$58M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$44.3M |
WEX Hedge Fund Activity: Q4 2024 in Review
429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WEX (WEX) for Q4 2024, worth a combined $7.06B — down 20% from $8.82B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new WEX positions and 58 closed out — a net gain of 6 holders — while 120 added to existing stakes and 173 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was Wellington Management Group, cutting an estimated $333M.
- 429 institutional investors held WEX (WEX) as of Q4 2024, down from 431 in Q3 2024.
- Funds reported $7.06B of WEX stock for Q4 2024, down 20% quarter-over-quarter.
- 64 funds opened new WEX positions in Q4 2024 and 58 closed out, a net change of +6 holders.
- The largest WEX buyer in Q4 2024 was JP Morgan Chase, an estimated $197M added.
- The largest WEX seller in Q4 2024 was Wellington Management Group, an estimated $333M sold.
Based on aggregated 13F filings for Q4 2024.