381 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, 115 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: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
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
DWA
301
Dougherty Wealth Advisers
Minnesota
$31.4K
TSMHT
302
Thurston Springer Miller Herd & Titak
Indiana
$31.4K
Jones Financial Companies
303
Jones Financial Companies
Missouri
$30.8K
NA
304
NewEdge Advisors
Louisiana
$29.8K
CAC
305
Core Alternative Capital
Georgia
$25.1K
YDMI
306
Y.D. More Investments
Israel
$24.4K
WSFS
307
Wilmington Savings Fund Society
Delaware
$24.1K
SOW
308
State of Wyoming
Wyoming
$23.5K
CA
309
Clearstead Advisors
Ohio
$21K
FHA
310
First Horizon Advisors
Tennessee
$21K
IA
311
IFP Advisors
Florida
$19.5K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$18.8K
CI Investments Inc
313
CI Investments Inc
Ontario, Canada
$18K
RA
314
Rise Advisors
New York
$16.2K
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$14.8K
CTC
316
Central Trust Company
Missouri
$14K
SAM
317
Smartleaf Asset Management
Massachusetts
$14K
FFA
318
Farther Finance Advisors
California
$13.7K
C
319
Covestor
United Kingdom
$13K
HFS
320
Hantz Financial Services
Michigan
$13K
GWM
321
Geneos Wealth Management
Colorado
$12.6K
SPIA
322
Steward Partners Investment Advisory
New York
$11.8K
CPA
323
Compass Planning Associates
Massachusetts
$11K
ST
324
Smithfield Trust
Pennsylvania
$10K
AAP
325
Arax Advisory Partners
Colorado
$8.81K