426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
426
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
301
Delta Investment Management
California
$222K
Assenagon Asset Management
302
Assenagon Asset Management
Luxembourg
$221K
EF
303
Empowered Funds
Pennsylvania
$219K
NAS
304
Nicolet Advisory Services
Wisconsin
$208K
ProShare Advisors
305
ProShare Advisors
Maryland
$205K
IA
306
Inspire Advisors
Idaho
$204K
CCA
307
Cadent Capital Advisors
Oklahoma
$201K
EPL
308
Essential Partners LLC
California
$179K
EWA
309
EverSource Wealth Advisors
Alabama
$162K
BCFD
310
Boit C.F. David
$162K
KBC Group
311
KBC Group
Belgium
$156K
GI
312
GAMMA Investing
California
$151K
QCG
313
Quadrant Capital Group
Ohio
$124K
SO
314
STRS Ohio
Ohio
$121K
HFS
315
Hantz Financial Services
Michigan
$112K
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K
FFA
317
Farther Finance Advisors
California
$103K
PFBT
318
Parkside Financial Bank & Trust
Missouri
$97.3K
MCM
319
MAI Capital Management
Ohio
$82.1K
UB
320
UMB Bank
Missouri
$81.5K
Osaic Holdings
321
Osaic Holdings
Arizona
$80.9K
HNB
322
Hilltop National Bank
Wyoming
$80.6K
KAS
323
Kestra Advisory Services
Texas
$79.7K
DB
324
Danske Bank
Denmark
$74.5K
AF
325
Allworth Financial
California
$74.2K