379 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
301
Jones Financial Companies
Missouri
$30.8K +$1.47K +10 +5%
NA
302
NewEdge Advisors
Louisiana
$29.8K
CAC
303
Core Alternative Capital
Georgia
$25.1K
YDMI
304
Y.D. More Investments
Israel
$24.4K -$6.9K -47 -22%
WSFS
305
Wilmington Savings Fund Society
Delaware
$24.1K -$734 -5 -3%
SOW
306
State of Wyoming
Wyoming
$23.5K -$76.1K -518 -76%
CA
307
Clearstead Advisors
Ohio
$21K +$21K +143 New
FHA
308
First Horizon Advisors
Tennessee
$21K -$11K -75 -34%
IA
309
IFP Advisors
Florida
$19.5K -$15.6K -47 -44%
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$18.8K +$1.03K +7 +6%
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$18K -$446 -3 -2%
RA
312
Rise Advisors
New York
$16.2K +$294 +2 +2%
Mitsubishi UFJ Asset Management
313
Mitsubishi UFJ Asset Management
Japan
$14.8K
CTC
314
Central Trust Company
Missouri
$14K
SAM
315
Smartleaf Asset Management
Massachusetts
$14K -$30K -204 -68%
FFA
316
Farther Finance Advisors
California
$13.7K -$26.3K -179 -66%
C
317
Covestor
United Kingdom
$13K +$4.62K +32 +55%
HFS
318
Hantz Financial Services
Michigan
$13K +$11.7K +78 +867%
GWM
319
Geneos Wealth Management
Colorado
$12.6K -$4.99K -34 -28%
SPIA
320
Steward Partners Investment Advisory
New York
$11.8K -$3.53K -24 -23%
CPA
321
Compass Planning Associates
Massachusetts
$11K
ST
322
Smithfield Trust
Pennsylvania
$10K
AAP
323
Arax Advisory Partners
Colorado
$8.81K -$12.5K -85 -59%
PA
324
Parallel Advisors
California
$8.67K -$6.02K -41 -41%
JSAM
325
J. Safra Asset Management
New York
$8.08K -$3.38K -23 -29%