388 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 146 reducing their positions, and 39 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:

0.94% less ownership

Funds ownership: 111.07%110.13% (-0.94%)

19% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 146

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
388
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
Jones Financial Companies
301
Jones Financial Companies
Missouri
$52.7K
Nomura Asset Management
302
Nomura Asset Management
Japan
$47.3K
NSIM
303
North Star Investment Management
Illinois
$47.3K
TC
304
Truvestments Capital
Florida
$40.2K
PMFA
305
Plante Moran Financial Advisors
Michigan
$39.4K
GRP
306
Global Retirement Partners
California
$36.1K
HFS
307
Hantz Financial Services
Michigan
$36K
SC
308
Steph & Co
Wisconsin
$34.8K
CIAM
309
Caitong International Asset Management
Hong Kong
$34.7K
Macquarie Group
310
Macquarie Group
Australia
$34.5K
DWA
311
Dougherty Wealth Advisers
Minnesota
$33.7K
NA
312
NewEdge Advisors
Louisiana
$32K
IA
313
IFP Advisors
Florida
$30.7K
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
VCM
322
Versant Capital Management
Arizona
$17.5K
RA
323
Rise Advisors
New York
$17K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$16.9K
Mitsubishi UFJ Asset Management
325
Mitsubishi UFJ Asset Management
Japan
$15.9K