419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
326
SVB Wealth
Massachusetts
$48.5K +$48.5K +309 New
UB
327
UMB Bank
Missouri
$48.4K +$7.38K +47 +18%
NSIM
328
North Star Investment Management
Illinois
$47.1K
Nomura Asset Management
329
Nomura Asset Management
Japan
$47.1K +$20.4K +130 +76%
SAM
330
Smartleaf Asset Management
Massachusetts
$46.2K -$4.33K -28 -9%
FFA
331
Farther Finance Advisors
California
$43.8K +$27K +168 +162%
QL
332
Quarry LP
New York
$43.7K +$43.7K +278 New
PMFA
333
Plante Moran Financial Advisors
Michigan
$39.3K -$11.8K -75 -23%
FHA
334
First Horizon Advisors
Tennessee
$34.2K +$5.65K +36 +20%
DWA
335
Dougherty Wealth Advisers
Minnesota
$33.6K
YDMI
336
Y.D. More Investments
Israel
$33.6K -$158 -1 -0.5%
NA
337
NewEdge Advisors
Louisiana
$31.9K -$25.8K -164 -45%
Jones Financial Companies
338
Jones Financial Companies
Missouri
$30.9K -$7.42K -48 -19%
CAC
339
Core Alternative Capital
Georgia
$26.9K
WSFS
340
Wilmington Savings Fund Society
Delaware
$26.5K
1IA
341
1620 Investment Advisors
Massachusetts
$24.7K -$3.61K -23 -13%
FIA
342
FNY Investment Advisers
New York
$23K +$23K +149 New
AAP
343
Arax Advisory Partners
Colorado
$22.8K +$18.7K +119 +458%
IMC
344
Investment Management Corporation
Virginia
$22.6K
QC
345
Quent Capital
New York
$21.8K
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$19K -$919 -6 -5%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$19K -$24.7K -157 -56%
GWM
348
Geneos Wealth Management
Colorado
$18.8K +$16.3K +104 +650%
RA
349
Rise Advisors
New York
$17K -$2.04K -13 -11%
IA
350
IFP Advisors
Florida
$16.6K -$628 -4 -4%