426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M
Name Market Value Shares Shares
Change
Shares
Change %
ACM
326
Aster Capital Management
United Arab Emirates
$74K 422 +422 New
PS
327
Principal Securities
Iowa
$71K 405 -64 -14%
BSB
328
Bangor Savings Bank
Maine
$66.6K 380
NA
329
NewEdge Advisors
Louisiana
$64.3K 367 +29 +9%
Allspring Global Investments
330
Allspring Global Investments
North Carolina
$61K 348 -40,522 -99%
CT
331
Clearstead Trust
Maine
$59.1K 337
PMFA
332
Plante Moran Financial Advisors
Michigan
$57K 325
SAM
333
Smartleaf Asset Management
Massachusetts
$55.8K 327 +66 +25%
NSIM
334
North Star Investment Management
Illinois
$52.6K 300 +300 New
BIG
335
Brooklyn Investment Group
New York
$49.1K 280
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$48.7K 278 +13 +5%
QCG
337
Quadrant Capital Group
Ohio
$47.7K 272 +114 +72%
UB
338
UMB Bank
Missouri
$45.8K 261 +221 +553%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$43.5K 248 +129 +108%
GI
340
GAMMA Investing
California
$43.3K 247 -54 -18%
YDMI
341
Y.D. More Investments
Israel
$37.5K 214 -16 -7%
DWA
342
Dougherty Wealth Advisers
Minnesota
$37.5K 214
SOW
343
State of Wyoming
Wyoming
$35.4K 202 +202 New
FHA
344
First Horizon Advisors
Tennessee
$31.9K 182 -14 -7%
1IA
345
1620 Investment Advisors
Massachusetts
$31.6K 180 -8 -4%
CAC
346
Core Alternative Capital
Georgia
$30K 171
Nomura Asset Management
347
Nomura Asset Management
Japan
$29.8K 170
WSFS
348
Wilmington Savings Fund Society
Delaware
$29.6K 169
MFG
349
Mendota Financial Group
Wisconsin
$26.3K 150 -130 -46%
IMC
350
Investment Management Corporation
Virginia
$25.2K 144 +144 New