383 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, 143 reducing their positions, and 38 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:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
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
QL
326
Quarry LP
New York
$13.9K
MWPCG
327
Measured Wealth Private Client Group
New Hampshire
$11.8K
WANY
328
Wealthspire Advisors (New York)
New York
$11.2K
ST
329
Smithfield Trust
Pennsylvania
$11K
KFA
330
Kelleher Financial Advisors
New York
$10.2K
AG
331
AmeriFlex Group
Nevada
$10.1K
C
332
Covestor
United Kingdom
$9K
LFG
333
Larson Financial Group
Missouri
$7.72K
HWM
334
Hemington Wealth Management
Virginia
$7K
FFA
335
Frazier Financial Advisors
Ohio
$6.77K
S
336
SignatureFD
Georgia
$6.46K
CAL
337
Capital Advisors Ltd
Ohio
$6K
PA
338
Parallel Advisors
California
$5.99K
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$5.04K
ADL
340
Asset Dedication LLC
California
$3.94K
CWP
341
Concord Wealth Partners
Virginia
$3.78K
PTC
342
Private Trust Company
Ohio
$3.62K
SWM
343
Spire Wealth Management
Virginia
$2.99K
FC
344
Fairscale Capital
New Hampshire
$2.99K
PP
345
PFS Partners
New Jersey
$2.84K
WT
346
Whittier Trust
California
$2.4K
TWD
347
True Wealth Design
Ohio
$2.21K
JWA
348
JFS Wealth Advisors
Pennsylvania
$2.05K
CAL
349
Capital Analysts LLC
Pennsylvania
$2K
AssetMark Inc
350
AssetMark Inc
California
$1.89K