379 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
326
Versant Capital Management
Arizona
$7.49K +$2.64K +18 +55%
LFG
327
Larson Financial Group
Missouri
$7.2K +$4.26K +29 +145%
AF
328
Allworth Financial
California
$7.05K +$881 +6 +14%
CIAM
329
Caitong International Asset Management
Hong Kong
$6.9K -$181K -1,234 -96%
FFA
330
Frazier Financial Advisors
Ohio
$6.32K
S
331
SignatureFD
Georgia
$6.02K -$3.53K -24 -37%
CAL
332
Capital Advisors Ltd
Ohio
$6K
HWM
333
Hemington Wealth Management
Virginia
$6K +$2.51K +18 +72%
SWM
334
Spire Wealth Management
Virginia
$5.44K -$2.35K -16 -30%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$4.41K -$441 -3 -9%
ADL
336
Asset Dedication LLC
California
$3.67K
CWP
337
Concord Wealth Partners
Virginia
$3.53K
FC
338
Fairscale Capital
New Hampshire
$3.22K
JWA
339
JFS Wealth Advisors
Pennsylvania
$2.94K +$735 +5 +33%
PP
340
PFS Partners
New Jersey
$2.65K +$2.65K +18 New
1IA
341
1620 Investment Advisors
Massachusetts
$2.64K -$20.4K -139 -89%
BCWM
342
Bartlett & Co Wealth Management
Ohio
$2.5K +$2.5K +17 New
PTC
343
Private Trust Company
Ohio
$2.35K
WT
344
Whittier Trust
California
$2.2K
TWD
345
True Wealth Design
Ohio
$2.06K +$1.62K +11 +367%
AssetMark Inc
346
AssetMark Inc
California
$2.06K -$3.23K -22 -61%
TCOV
347
Trust Company of Vermont
Vermont
$2.06K
CAL
348
Capital Analysts LLC
Pennsylvania
$2K
HI
349
Harbour Investments
Wisconsin
$1.76K +$1.76K +12 New
FMP
350
Financial Management Professionals
Texas
$1.62K