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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
326
Clearstead Trust
Maine
$70.7K 337 – –
EIM
327
Essex Investment Management
Massachusetts
$68.6K 327 – –
PMFA
328
Plante Moran Financial Advisors
Michigan
$68.2K 325 – –
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$68K 324 -129 -28%
GI
330
GAMMA Investing
California
$63.1K 301 +87 +41%
CFM
331
Catalyst Funds Management
Australia
$62.9K 300 – –
MFG
332
Mendota Financial Group
Wisconsin
$58.7K 280 – –
BIG
333
Brooklyn Investment Group
New York
$58.7K 280 +280 New
C
334
Covestor
United Kingdom
$58K 277 +89 +47%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$55.6K 265 +1 +0.4%
SAM
336
Smartleaf Asset Management
Massachusetts
$54.6K 261 +97 +59%
DWA
337
Dougherty Wealth Advisers
Minnesota
$44.9K 214 – –
EC
338
Elequin Capital
New York
$43.4K 207 +58 +39%
GRP
339
Global Retirement Partners
California
$43.2K 206 -70 -25%
FCA
340
FinTrust Capital Advisors
South Carolina
$41.3K 197 – –
YDMI
341
Y.D. More Investments
Israel
$41.2K 230 -57 -20%
FHA
342
First Horizon Advisors
Tennessee
$41.1K 196 +28 +17%
SWM
343
Spire Wealth Management
Virginia
$40.3K 192 – –
1IA
344
1620 Investment Advisors
Massachusetts
$39.4K 188 -263 -58%
CAC
345
Core Alternative Capital
Georgia
$35.9K 171 – –
Nomura Asset Management
346
Nomura Asset Management
Japan
$35.7K 170 – –
WSFS
347
Wilmington Savings Fund Society
Delaware
$35.4K 169 +169 New
LC
348
Lindbrook Capital
California
$35K 167 – –
QCG
349
Quadrant Capital Group
Ohio
$33.1K 158 +41 +35%
CTC
350
Central Trust Company
Missouri
$31.9K 152 -413 -73%
12 13
14
15 16