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
CA
326
Clearstead Advisors
Ohio
$67K
SAM
327
Smartleaf Asset Management
Massachusetts
$64.3K
BBHC
328
Brown Brothers Harriman & Co
New York
$59.9K
BSB
329
Bangor Savings Bank
Maine
$56.6K
IA
330
IFP Advisors
Florida
$55.3K
Nomura Asset Management
331
Nomura Asset Management
Japan
$44.7K
NSIM
332
North Star Investment Management
Illinois
$44.7K
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$41.7K
PMFA
334
Plante Moran Financial Advisors
Michigan
$37.2K
QC
335
Quent Capital
New York
$35.3K
FHC
336
First Horizon Corporation
Tennessee
$35.3K
Jones Financial Companies
337
Jones Financial Companies
Missouri
$35.2K
AA
338
Ancora Advisors
Ohio
$34.7K
DWA
339
Dougherty Wealth Advisers
Minnesota
$31.9K
TC
340
Truvestments Capital
Florida
$31K
NA
341
NewEdge Advisors
Louisiana
$30.2K
GRP
342
Global Retirement Partners
California
$26.7K
CAC
343
Core Alternative Capital
Georgia
$25.5K
Los Angeles Capital Management
344
Los Angeles Capital Management
California
$25.5K
WSFS
345
Wilmington Savings Fund Society
Delaware
$24.9K
AWM
346
Activest Wealth Management
Florida
$22.5K
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$20.4K
SIC
348
SJS Investment Consulting
Ohio
$19.2K
RIL
349
Rothschild Investment LLC
Illinois
$19.2K
AAP
350
Arax Advisory Partners
Colorado
$18.2K