383 hedge funds and large institutions have $5.61B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 421383 (-38)

26% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
301
Macquarie Group
Australia
$34.5K
GRP
302
Global Retirement Partners
California
$33.2K
DWA
303
Dougherty Wealth Advisers
Minnesota
$31.4K
TSMHT
304
Thurston Springer Miller Herd & Titak
Indiana
$31.4K
Jones Financial Companies
305
Jones Financial Companies
Missouri
$30.8K
NA
306
NewEdge Advisors
Louisiana
$29.8K
CAC
307
Core Alternative Capital
Georgia
$25.1K
YDMI
308
Y.D. More Investments
Israel
$24.4K
WSFS
309
Wilmington Savings Fund Society
Delaware
$24.1K
SOW
310
State of Wyoming
Wyoming
$23.5K
CA
311
Clearstead Advisors
Ohio
$21K
FHA
312
First Horizon Advisors
Tennessee
$21K
IA
313
IFP Advisors
Florida
$19.5K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$18.8K
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$18K
RA
316
Rise Advisors
New York
$16.2K
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$14.8K
CTC
318
Central Trust Company
Missouri
$14K
SAM
319
Smartleaf Asset Management
Massachusetts
$14K
FFA
320
Farther Finance Advisors
California
$13.7K
C
321
Covestor
United Kingdom
$13K
HFS
322
Hantz Financial Services
Michigan
$13K
GWM
323
Geneos Wealth Management
Colorado
$12.6K
SPIA
324
Steward Partners Investment Advisory
New York
$11.8K
CPA
325
Compass Planning Associates
Massachusetts
$11K