383 hedge funds and large institutions have $5.61B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 421383 (-38)

26% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
326
Smithfield Trust
Pennsylvania
$10K
AAP
327
Arax Advisory Partners
Colorado
$8.81K
PA
328
Parallel Advisors
California
$8.67K
JSAM
329
J. Safra Asset Management
New York
$8.08K
VCM
330
Versant Capital Management
Arizona
$7.49K
LFG
331
Larson Financial Group
Missouri
$7.2K
AF
332
Allworth Financial
California
$7.05K
CIAM
333
Caitong International Asset Management
Hong Kong
$6.9K
FFA
334
Frazier Financial Advisors
Ohio
$6.32K
S
335
SignatureFD
Georgia
$6.02K
CAL
336
Capital Advisors Ltd
Ohio
$6K
HWM
337
Hemington Wealth Management
Virginia
$6K
SWM
338
Spire Wealth Management
Virginia
$5.43K
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$4.41K
ADL
340
Asset Dedication LLC
California
$3.67K
CWP
341
Concord Wealth Partners
Virginia
$3.52K
FC
342
Fairscale Capital
New Hampshire
$3.22K
JWA
343
JFS Wealth Advisors
Pennsylvania
$2.94K
PP
344
PFS Partners
New Jersey
$2.65K
1IA
345
1620 Investment Advisors
Massachusetts
$2.64K
BCWM
346
Bartlett & Co Wealth Management
Ohio
$2.5K
PTC
347
Private Trust Company
Ohio
$2.35K
WT
348
Whittier Trust
California
$2.2K
TWD
349
True Wealth Design
Ohio
$2.06K
AssetMark Inc
350
AssetMark Inc
California
$2.06K