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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
326
SVB Wealth
Massachusetts
$48.5K
UB
327
UMB Bank
Missouri
$48.4K
NSIM
328
North Star Investment Management
Illinois
$47.1K
Nomura Asset Management
329
Nomura Asset Management
Japan
$47.1K
SAM
330
Smartleaf Asset Management
Massachusetts
$46.2K
FFA
331
Farther Finance Advisors
California
$43.8K
QL
332
Quarry LP
New York
$43.7K
PMFA
333
Plante Moran Financial Advisors
Michigan
$39.3K
FHA
334
First Horizon Advisors
Tennessee
$34.2K
DWA
335
Dougherty Wealth Advisers
Minnesota
$33.6K
YDMI
336
Y.D. More Investments
Israel
$33.6K
NA
337
NewEdge Advisors
Louisiana
$31.9K
Jones Financial Companies
338
Jones Financial Companies
Missouri
$30.9K
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
FIA
342
FNY Investment Advisers
New York
$23K
AAP
343
Arax Advisory Partners
Colorado
$22.8K
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
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$19K
GWM
348
Geneos Wealth Management
Colorado
$18.8K
RA
349
Rise Advisors
New York
$17K
IA
350
IFP Advisors
Florida
$16.6K