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354 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.92% less ownership

Funds ownership: 98.81%97.89% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 121

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 366354 (-12)

13% less capital invested

Capital invested by funds: $7.89B → $6.85B (-$1.04B)

Holders
354
Holders Change
-12
Holders Change %
-3.28%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
115
Reduced
121
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$10K +$9.66K +59 +983%
AFG
327
Albion Financial Group
Utah
$9K
BCMLT
328
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K
C
329
Covestor
United Kingdom
$9K
GWS
330
Glassman Wealth Services
Virginia
$8K
CA
331
Crewe Advisors
Utah
$7K +$7.04K +43 New
HNB
332
Huntington National Bank
Ohio
$5K -$12.8K -78 -70%
PFBT
333
Parkside Financial Bank & Trust
Missouri
$5K
ADL
334
Asset Dedication LLC
California
$4K
EARNEST Partners
335
EARNEST Partners
Georgia
$4K
STCOSD
336
Sageworth Trust Company of South Dakota
South Dakota
$4K
BIA
337
Bell Investment Advisors
California
$4K +$4.42K +27 New
SWA
338
Sutton Wealth Advisors
Florida
$3.42K
FPS
339
Fieldpoint Private Securities
Connecticut
$3K -$5.73K -35 -61%
CWP
340
Concord Wealth Partners
Virginia
$3K
HIA
341
Harbor Investment Advisory
Maryland
$3K +$3.27K +20 New
FMP
342
Financial Management Professionals
Texas
$2K
UB
343
UMB Bank
Missouri
$2K
DI
344
Disciplined Investments
Oklahoma
$2K +$164 +1 +10%
ACM
345
AUA Capital Management
Pennsylvania
$2K +$327 +2 +17%
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$1.37K +$736K +4,495 +108%
BWA
347
BDO Wealth Advisors
Florida
$1K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$1K
JWA
349
JFS Wealth Advisors
Pennsylvania
$1K +$164 +1 +14%
BTI
350
Blue Trust Inc
Georgia
$1K +$655 +4 New