415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M
Name Market Value Shares Shares
Change
Shares
Change %
CYG
326
Clean Yield Group
Vermont
$97.3K 500
PAM
327
Paradigm Asset Management
New York
$93.4K 480
CHA
328
Carmichael Hill & Associates
Maryland
$87.5K 450
ASN
329
Advisory Services Network
Georgia
$85.8K 441 +441 New
YDMI
330
Y.D. More Investments
Israel
$79K 438 -8 -2%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$74.5K 383 -1,471 -79%
BSB
332
Bangor Savings Bank
Maine
$73.9K 380
CMBA
333
C.M. Bidwell & Associates
Hawaii
$73.2K 376 -438 -54%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$73K 377 +51 +16%
CFGS
335
Concourse Financial Group Securities
Alabama
$66.3K 341 +31 +10%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$66.1K 340 +56 +20%
IGWM
337
ICA Group Wealth Management
Colorado
$62.3K 320 +320 New
O
338
Ossiam
France
$58.4K 300
MFG
339
Mendota Financial Group
Wisconsin
$54.5K 280
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$52.3K 269 +20 +8%
NA
341
NewEdge Advisors
Louisiana
$50.6K 260 -1,281 -83%
S
342
SignatureFD
Georgia
$42.2K 217 -299 -58%
DWA
343
Dougherty Wealth Advisers
Minnesota
$41.6K 214
SWM
344
Spire Wealth Management
Virginia
$38.7K 192
FCA
345
FinTrust Capital Advisors
South Carolina
$35.2K 181
SC
346
Solstein Capital
California
$34.8K 179
GRP
347
Global Retirement Partners
California
$33.5K 169 -57 -25%
CAC
348
Core Alternative Capital
Georgia
$33.3K 171
VAG
349
VisionPoint Advisory Group
Texas
$33.1K 170 +25 +17%
SPIA
350
Steward Partners Investment Advisory
New York
$32.9K 169 +75 +80%