423 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 148 reducing their positions, and 37 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: 110.13%112.17% (+2%)

4% less capital invested

Capital invested by funds: $5.94B → $5.73B (-$215M)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 148

Holders
423
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
Assenagon Asset Management
301
Assenagon Asset Management
Luxembourg
$221K
EF
302
Empowered Funds
Pennsylvania
$219K
NAS
303
Nicolet Advisory Services
Wisconsin
$208K
ProShare Advisors
304
ProShare Advisors
Maryland
$205K
IA
305
Inspire Advisors
Idaho
$204K
CCA
306
Cadent Capital Advisors
Oklahoma
$201K
EWA
307
EverSource Wealth Advisors
Alabama
$162K
BCFD
308
Boit C.F. David
$162K
KBC Group
309
KBC Group
Belgium
$156K
GI
310
GAMMA Investing
California
$151K
QCG
311
Quadrant Capital Group
Ohio
$124K
SO
312
STRS Ohio
Ohio
$121K
HFS
313
Hantz Financial Services
Michigan
$112K
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K
FFA
315
Farther Finance Advisors
California
$103K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$97.3K
MCM
317
MAI Capital Management
Ohio
$82.1K
UB
318
UMB Bank
Missouri
$81.5K
Osaic Holdings
319
Osaic Holdings
Arizona
$80.9K
HNB
320
Hilltop National Bank
Wyoming
$80.6K
KAS
321
Kestra Advisory Services
Texas
$79.7K
DB
322
Danske Bank
Denmark
$74.5K
AF
323
Allworth Financial
California
$74.2K
PAM
324
Paradigm Asset Management
New York
$71.5K
AGWCA
325
Annis Gardner Whiting Capital Advisors
Florida
$69.1K