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WEX
WEX

Overview Fund Activity

377 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
326
Allworth Financial
California
$7.05K 48 +6 +14%
CIAM
327
Caitong International Asset Management
Hong Kong
$6.9K 47 -1,234 -96%
FFA
328
Frazier Financial Advisors
Ohio
$6.32K 43 – –
S
329
SignatureFD
Georgia
$6.02K 41 -24 -37%
CAL
330
Capital Advisors Ltd
Ohio
$6K 38 – –
HWM
331
Hemington Wealth Management
Virginia
$6K 43 +18 +72%
SWM
332
Spire Wealth Management
Virginia
$5.44K 37 -16 -30%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$4.41K 30 -3 -9%
ADL
334
Asset Dedication LLC
California
$3.67K 25 – –
CWP
335
Concord Wealth Partners
Virginia
$3.53K 24 – –
FC
336
Fairscale Capital
New Hampshire
$3.22K 19 – –
JWA
337
JFS Wealth Advisors
Pennsylvania
$2.94K 20 +5 +33%
PP
338
PFS Partners
New Jersey
$2.65K 18 +18 New
1IA
339
1620 Investment Advisors
Massachusetts
$2.64K 18 -139 -89%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$2.5K 17 +17 New
PTC
341
Private Trust Company
Ohio
$2.35K 16 – –
WT
342
Whittier Trust
California
$2.2K 15 – –
TWD
343
True Wealth Design
Ohio
$2.06K 14 +11 +367%
AssetMark Inc
344
AssetMark Inc
California
$2.06K 14 -22 -61%
TCOV
345
Trust Company of Vermont
Vermont
$2.06K 14 – –
CAL
346
Capital Analysts LLC
Pennsylvania
$2K 15 – –
HI
347
Harbour Investments
Wisconsin
$1.76K 12 +12 New
FMP
348
Financial Management Professionals
Texas
$1.62K 11 – –
BIA
349
Bell Investment Advisors
California
$1.18K 8 -22 -73%
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$1.18K 8 +2 +33%
12 13
14
15 16