405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M
Name Market Value Shares Shares
Change
Shares
Change %
ETC
326
Exchange Traded Concepts
Oklahoma
$162K 890 +890 New
Acadian Asset Management
327
Acadian Asset Management
Massachusetts
$143K 789 +211 +37%
CTC
328
Central Trust Company
Missouri
$134K 736 -80 -10%
CT
329
Clearstead Trust
Maine
$107K 587 -113 -16%
YDMI
330
Y.D. More Investments
Israel
$104K 572 -65 -10%
Nomura Asset Management
331
Nomura Asset Management
Japan
$97.6K 536 -4 -0.7%
CCA
332
Column Capital Advisors
Indiana
$95.2K 523
CYG
333
Clean Yield Group
Vermont
$91K 500
PAM
334
Paradigm Asset Management
New York
$87.4K 480
C
335
Covestor
United Kingdom
$87K 475 +82 +21%
CHA
336
Carmichael Hill & Associates
Maryland
$81.9K 450
BSB
337
Bangor Savings Bank
Maine
$69.2K 380
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$61.5K 338
CFGS
339
Concourse Financial Group Securities
Alabama
$60.3K 331 -16 -5%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$58K 319 -6 -2%
MFG
341
Mendota Financial Group
Wisconsin
$51K 280 +280 New
IA
342
IFP Advisors
Florida
$50.8K 279 +5 +2%
IGWM
343
ICA Group Wealth Management
Colorado
$49K 269 -110 -29%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$47.7K 262 -17 -6%
CAS
345
Coppell Advisory Solutions
Texas
$46.7K 259 +259 New
BC
346
Bartlett & Co
Ohio
$46K 250
BCWM
347
Bartlett & Co Wealth Management
Ohio
$45.5K 250
NA
348
NewEdge Advisors
Louisiana
$45.5K 250
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$44.4K 244 -12 -5%
S
350
SignatureFD
Georgia
$40.6K 223 -4 -2%