419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
ProShare Advisors
301
ProShare Advisors
Maryland
$233K -$59.7K -380 -20%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K -$6.6K -42 -3%
SCM
303
Shelton Capital Management
Colorado
$231K -$12.4K -79 -5%
MAP
304
Moody Aldrich Partners
Massachusetts
$219K -$83.2K -530 -28%
GCM
305
Gallacher Capital Management
Colorado
$211K +$211K +1,346 New
Wolverine Trading
306
Wolverine Trading
Illinois
$209K +$209K +1,349 New
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$208K +$23.7K +151 +13%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$206K +$4.4K +28 +2%
EWA
309
EP Wealth Advisors
California
$206K -$7.38K -47 -3%
BA
310
Bridgewater Advisors
New York
$204K +$204K +1,546 New
EWM
311
Evercore Wealth Management
New York
$202K -$22.9K -146 -10%
CIAM
312
Caitong International Asset Management
Hong Kong
$201K +$201K +1,281 New
APF
313
Alaska Permanent Fund
Alaska
$179K
SOW
314
State of Wyoming
Wyoming
$106K +$74.7K +476 +236%
MCM
315
MAI Capital Management
Ohio
$86K +$7.54K +48 +10%
CYG
316
Clean Yield Group
Vermont
$78.5K
PAM
317
Paradigm Asset Management
New York
$75.4K
TC
318
Truvestments Capital
Florida
$71.1K -$194K -1,233 -73%
PS
319
Principal Securities
Iowa
$71K
GI
320
GAMMA Investing
California
$69.1K +$30.3K +193 +78%
Osaic Holdings
321
Osaic Holdings
Arizona
$69.1K -$86.7K -552 -56%
BIG
322
Brooklyn Investment Group
New York
$66.3K +$22.3K +142 +51%
Simplex Trading
323
Simplex Trading
Illinois
$62K +$61.7K +398 +19,900%
BSB
324
Bangor Savings Bank
Maine
$59.7K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$55.4K -$29.7K -189 -35%