390 hedge funds and large institutions have $5.95B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.88% less ownership

Funds ownership: 111.01%110.13% (-0.88%)

18% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 145

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Smartleaf Asset Management
Massachusetts
$59.4K
Jones Financial Companies
302
Jones Financial Companies
Missouri
$52.7K
Nomura Asset Management
303
Nomura Asset Management
Japan
$47.3K
NSIM
304
North Star Investment Management
Illinois
$47.3K
TC
305
Truvestments Capital
Florida
$40.2K
PMFA
306
Plante Moran Financial Advisors
Michigan
$39.4K
GRP
307
Global Retirement Partners
California
$36.1K
HFS
308
Hantz Financial Services
Michigan
$36K
SC
309
Steph & Co
Wisconsin
$34.8K
CIAM
310
Caitong International Asset Management
Hong Kong
$34.7K
Macquarie Group
311
Macquarie Group
Australia
$34.5K
DWA
312
Dougherty Wealth Advisers
Minnesota
$33.7K
NA
313
NewEdge Advisors
Louisiana
$32K
QC
314
Quent Capital
New York
$28K
WSFS
315
Wilmington Savings Fund Society
Delaware
$27.6K
CAC
316
Core Alternative Capital
Georgia
$26.9K
CA
317
Clearstead Advisors
Ohio
$22.5K
FHC
318
First Horizon Corporation
Tennessee
$22.5K
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$21K
YDMI
320
Y.D. More Investments
Israel
$19.9K
FFA
321
Farther Finance Advisors
California
$19.8K
IA
322
IFP Advisors
Florida
$18K
VCM
323
Versant Capital Management
Arizona
$17.5K
RA
324
Rise Advisors
New York
$17K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$16.9K