401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M
Name Market Value Shares Shares
Change
Shares
Change %
IGWM
326
ICA Group Wealth Management
Colorado
$69.7K 379
CFGS
327
Concourse Financial Group Securities
Alabama
$63.8K 347 +38 +12%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$62.2K 338 +81 +32%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$60K 325 +44 +16%
EI
330
Ellevest Inc
New York
$56.6K 308 -22 -7%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$51.3K 279 -21 -7%
IA
332
IFP Advisors
Florida
$48.7K 274 -137 -33%
Point72 Asset Management
333
Point72 Asset Management
Connecticut
$47.9K 260 +260 New
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$47.1K 256 +246 +2,460%
BC
335
Bartlett & Co
Ohio
$46K 250 +250 New
NA
336
NewEdge Advisors
Louisiana
$46K 250 -15 -6%
BCWM
337
Bartlett & Co Wealth Management
Ohio
$46K 250 +250 New
S
338
SignatureFD
Georgia
$41.7K 227 +4 +2%
SWM
339
Spire Wealth Management
Virginia
$40.6K 221 +79 +56%
DWA
340
Dougherty Wealth Advisers
Minnesota
$39.4K 214
FHA
341
First Horizon Advisors
Tennessee
$38.8K 211
Citadel Advisors
342
Citadel Advisors
Florida
$37.7K 205 -2,116 -91%
CFB
343
Cullen/Frost Bankers
Texas
$36.8K 200 +200 New
GRP
344
Global Retirement Partners
California
$35.6K 213 +62 +41%
IAIM
345
International Assets Investment Management
Florida
$35.5K 193 +193 New
FFA
346
Farther Finance Advisors
California
$33.5K 182 +2 +1%
SC
347
Solstein Capital
California
$32.9K 179
YDMI
348
Y.D. More Investments
Israel
$32.4K 637 -258 -29%
CAC
349
Core Alternative Capital
Georgia
$31.4K 171
LC
350
Lindbrook Capital
California
$30.7K 167