We are live on ! Find out more

427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

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
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
301
Delta Investment Management
California
$222K +$224K +1,488 New
Assenagon Asset Management
302
Assenagon Asset Management
Luxembourg
$221K +$223K +1,482 New
EF
303
Empowered Funds
Pennsylvania
$219K -$4.2M -27,873 -95%
NAS
304
Nicolet Advisory Services
Wisconsin
$208K -$10.4K -69 -5%
ProShare Advisors
305
ProShare Advisors
Maryland
$205K -$12.4K -82 -6%
IA
306
Inspire Advisors
Idaho
$204K -$1.05K -7 -0.5%
CCA
307
Cadent Capital Advisors
Oklahoma
$201K -$28.3K -188 -12%
EP
308
Essential Partners
California
$179K +$153K +1,017 +544%
EWA
309
EverSource Wealth Advisors
Alabama
$162K +$102K +675 +164%
BCFD
310
Boit C.F. David
$162K
KBC Group
311
KBC Group
Belgium
$156K
GI
312
GAMMA Investing
California
$151K -$3.92K -26 -2%
QCG
313
Quadrant Capital Group
Ohio
$124K
SO
314
STRS Ohio
Ohio
$121K +$151 +1 +0.1%
HFS
315
Hantz Financial Services
Michigan
$112K +$78.5K +521 +229%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K -$5.42K -36 -5%
FFA
317
Farther Finance Advisors
California
$103K +$84.8K +563 +447%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$97.3K +$29.5K +196 +43%
MCM
319
MAI Capital Management
Ohio
$82.1K +$3.92K +26 +5%
UB
320
UMB Bank
Missouri
$81.5K +$24.7K +164 +43%
Osaic Holdings
321
Osaic Holdings
Arizona
$80.9K -$19K -126 -19%
HNB
322
Hilltop National Bank
Wyoming
$80.6K -$15.5K -103 -16%
KAS
323
Kestra Advisory Services
Texas
$79.7K +$80.6K +535 New
DB
324
Danske Bank
Denmark
$74.5K
AF
325
Allworth Financial
California
$74.2K +$70.7K +469 +1,617%