WEX icon

WEX
WEX

Overview Fund Activity

426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$359M
2
Norges Bank
2
Norges Bank
Norway
$80.5M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$35.4M
4
UBS Group
4
UBS Group
Switzerland
$36.3M
5
AI
5
Ariel Investments
Illinois
$55.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$145M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
TCM
3
TimesSquare Capital Management
New York
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$849K
5
Brown Advisory
5
Brown Advisory
Maryland
$48.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NWAG
301
Net Worth Advisory Group
Utah
$233K 1,330 -18 -1%
DT
302
Diversified Trust
Tennessee
$227K 1,294 -1,505 -54%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$225K 1,283 +65 +5%
HW
304
Hancock Whitney
Mississippi
$224K 1,275 -1,204 -49%
BC
305
Burney Company
Virginia
$222K 1,264 -15,263 -92%
OQS
306
Occudo Quantitative Strategies
Florida
$221K 1,259 +1,259 New
LWM
307
Level Wealth Management
North Carolina
$219K 1,250 +1,250 New
RCAG
308
Rehmann Capital Advisory Group
Michigan
$217K 1,235 +39 +3%
Two Sigma Investments
309
Two Sigma Investments
New York
$215K 1,227 -15,193 -93%
WDA
310
Wendell David Associates
New Hampshire
$208K 1,189 – –
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$205K 1,171 -66 -5%
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$205K 1,168 +174 +18%
CAM
313
Cresset Asset Management
Illinois
$205K 1,167 -6,208 -84%
CAM
314
Claret Asset Management
Quebec, Canada
$201K 1,145 +8 +0.7%
MFG
315
Merit Financial Group
Georgia
$200K 1,143 +1,143 New
CFGS
316
Concourse Financial Group Securities
Alabama
$187K 1,025 -96 -9%
Osaic Holdings
317
Osaic Holdings
Arizona
$174K 992 -629 -39%
VWM
318
Venturi Wealth Management
Texas
$129K 735 +585 +390%
A
319
AlphaQuest
New York
$117K 666 +661 +13,220%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$95K 542 +194 +56%
CYG
321
Clean Yield Group
Vermont
$87.7K 500 – –
MCM
322
MAI Capital Management
Ohio
$87.7K 500 +500 New
SPIA
323
Steward Partners Investment Advisory
New York
$86.1K 491 +356 +264%
HNB
324
Hilltop National Bank
Wyoming
$85.6K 488 -23 -5%
PAM
325
Paradigm Asset Management
New York
$84.2K 480 – –
11 12
13
14 15