439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M
Name Market Value Shares Shares
Change
Shares
Change %
Twin Tree Management
326
Twin Tree Management
Texas
$169K 953 -4,396 -82%
CTC
327
Central Trust Company
Missouri
$100K 565 -152 -21%
S
328
SignatureFD
Georgia
$94.1K 531 +358 +207%
TCOV
329
Trust Company of Vermont
Vermont
$93.9K 530 +530 New
CYG
330
Clean Yield Group
Vermont
$88.6K 500
PAM
331
Paradigm Asset Management
New York
$85K 480
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$80K 453 +123 +37%
1IA
333
1620 Investment Advisors
Massachusetts
$79.9K 451 +451 New
CHA
334
Carmichael Hill & Associates
Maryland
$79.7K 450
EC
335
EntryPoint Capital
New York
$78.5K 443 +443 New
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$76.9K 434 +124 +40%
CFGS
337
Concourse Financial Group Securities
Alabama
$74K 418 +54 +15%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$68.4K 386 +6 +2%
BSB
339
Bangor Savings Bank
Maine
$67.3K 380
NA
340
NewEdge Advisors
Louisiana
$59.9K 338 +114 +51%
CT
341
Clearstead Trust
Maine
$59.7K 337
EIM
342
Essex Investment Management
Massachusetts
$57.9K 327 -46 -12%
PMFA
343
Plante Moran Financial Advisors
Michigan
$57.6K 325
BTI
344
Blue Trust Inc
Georgia
$54.2K 228 +187 +456%
CFM
345
Catalyst Funds Management
Australia
$53.1K 300 +300 New
YDMI
346
Y.D. More Investments
Israel
$50.8K 287 +6 +2%
MFG
347
Mendota Financial Group
Wisconsin
$49.6K 280
GRP
348
Global Retirement Partners
California
$48.9K 276 +83 +43%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$46.8K 264 -12 -4%
DWA
350
Dougherty Wealth Advisers
Minnesota
$37.9K 214