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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EIM
326
Essex Investment Management
Massachusetts
$88.6K 373 -150 -29%
CFGS
327
Concourse Financial Group Securities
Alabama
$86.5K 364 +23 +7%
CT
328
Clearstead Trust
Maine
$80K 337 -250 -43%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$78K 330 -47 -12%
PMFA
330
Plante Moran Financial Advisors
Michigan
$77.2K 325 +325 New
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$73.6K 310 -30 -9%
YDMI
332
Y.D. More Investments
Israel
$66.7K 281 -157 -36%
MFG
333
Mendota Financial Group
Wisconsin
$66.5K 280 – –
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$65.6K 276 +7 +3%
Asset Management One
335
Asset Management One
Japan
$63.9K 269 +269 New
IGWM
336
ICA Group Wealth Management
Colorado
$58K 244 -76 -24%
NA
337
NewEdge Advisors
Louisiana
$53.2K 224 -36 -14%
DWA
338
Dougherty Wealth Advisers
Minnesota
$50.8K 214 – –
PS
339
Principal Securities
Iowa
$47.7K 201 +42 +26%
GRP
340
Global Retirement Partners
California
$45.8K 193 +24 +14%
SWM
341
Spire Wealth Management
Virginia
$45.6K 192 – –
C
342
Covestor
United Kingdom
$44K 187 +131 +234%
FCA
343
FinTrust Capital Advisors
South Carolina
$43K 181 – –
SC
344
Solstein Capital
California
$42.5K 179 – –
S
345
SignatureFD
Georgia
$41.1K 173 -44 -20%
CAC
346
Core Alternative Capital
Georgia
$40.6K 171 – –
LC
347
Lindbrook Capital
California
$39.7K 167 – –
GI
348
GAMMA Investing
California
$39.7K 167 +34 +26%
FHA
349
First Horizon Advisors
Tennessee
$38.2K 161 -5 -3%
VAG
350
VisionPoint Advisory Group
Texas
$38K 160 -10 -6%
12 13
14
15 16