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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
301
ProShare Advisors
Maryland
$233K
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K
SCM
303
Shelton Capital Management
Colorado
$231K
MAP
304
Moody Aldrich Partners
Massachusetts
$219K
GCM
305
Gallacher Capital Management
Colorado
$211K
Wolverine Trading
306
Wolverine Trading
Illinois
$209K
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$208K
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$206K
EWA
309
EP Wealth Advisors
California
$206K
BA
310
Bridgewater Advisors
New York
$204K
EWM
311
Evercore Wealth Management
New York
$202K
CIAM
312
Caitong International Asset Management
Hong Kong
$201K
APF
313
Alaska Permanent Fund
Alaska
$179K
SOW
314
State of Wyoming
Wyoming
$106K
MCM
315
MAI Capital Management
Ohio
$86K
CYG
316
Clean Yield Group
Vermont
$78.5K
PAM
317
Paradigm Asset Management
New York
$75.4K
TC
318
Truvestments Capital
Florida
$71.1K
PS
319
Principal Securities
Iowa
$71K
GI
320
GAMMA Investing
California
$69.1K
Osaic Holdings
321
Osaic Holdings
Arizona
$69.1K
BIG
322
Brooklyn Investment Group
New York
$66.3K
Simplex Trading
323
Simplex Trading
Illinois
$62K
BSB
324
Bangor Savings Bank
Maine
$59.7K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$55.4K