381 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, 115 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: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
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
PA
326
Parallel Advisors
California
$8.67K
JSAM
327
J. Safra Asset Management
New York
$8.08K
VCM
328
Versant Capital Management
Arizona
$7.49K
LFG
329
Larson Financial Group
Missouri
$7.2K
AF
330
Allworth Financial
California
$7.05K
CIAM
331
Caitong International Asset Management
Hong Kong
$6.9K
FFA
332
Frazier Financial Advisors
Ohio
$6.32K
S
333
SignatureFD
Georgia
$6.02K
CAL
334
Capital Advisors Ltd
Ohio
$6K
HWM
335
Hemington Wealth Management
Virginia
$6K
SWM
336
Spire Wealth Management
Virginia
$5.43K
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$4.41K
ADL
338
Asset Dedication LLC
California
$3.67K
CWP
339
Concord Wealth Partners
Virginia
$3.52K
FC
340
Fairscale Capital
New Hampshire
$3.22K
JWA
341
JFS Wealth Advisors
Pennsylvania
$2.94K
PP
342
PFS Partners
New Jersey
$2.65K
1IA
343
1620 Investment Advisors
Massachusetts
$2.64K
BCWM
344
Bartlett & Co Wealth Management
Ohio
$2.5K
PTC
345
Private Trust Company
Ohio
$2.35K
WT
346
Whittier Trust
California
$2.2K
TWD
347
True Wealth Design
Ohio
$2.06K
AssetMark Inc
348
AssetMark Inc
California
$2.06K
TCOV
349
Trust Company of Vermont
Vermont
$2.06K
CAL
350
Capital Analysts LLC
Pennsylvania
$2K