422 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

2% more ownership

Funds ownership: 110.13%112.14% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$217M)

14% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 148

Holders
422
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Smartleaf Asset Management
Massachusetts
$64.3K
BBHC
327
Brown Brothers Harriman & Co
New York
$59.9K
BSB
328
Bangor Savings Bank
Maine
$56.6K
IA
329
IFP Advisors
Florida
$55.3K
Nomura Asset Management
330
Nomura Asset Management
Japan
$44.7K
NSIM
331
North Star Investment Management
Illinois
$44.7K
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$41.7K
PMFA
333
Plante Moran Financial Advisors
Michigan
$37.2K
QC
334
Quent Capital
New York
$35.3K
FHC
335
First Horizon Corporation
Tennessee
$35.3K
Jones Financial Companies
336
Jones Financial Companies
Missouri
$35.2K
AA
337
Ancora Advisors
Ohio
$34.7K
DWA
338
Dougherty Wealth Advisers
Minnesota
$31.9K
TC
339
Truvestments Capital
Florida
$31K
NA
340
NewEdge Advisors
Louisiana
$30.2K
GRP
341
Global Retirement Partners
California
$26.7K
CAC
342
Core Alternative Capital
Georgia
$25.5K
Los Angeles Capital Management
343
Los Angeles Capital Management
California
$25.5K
WSFS
344
Wilmington Savings Fund Society
Delaware
$24.9K
AWM
345
Activest Wealth Management
Florida
$22.5K
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$20.4K
SIC
347
SJS Investment Consulting
Ohio
$19.2K
RIL
348
Rothschild Investment LLC
Illinois
$19.2K
AAP
349
Arax Advisory Partners
Colorado
$18.2K
FHA
350
Flagship Harbor Advisors
Massachusetts
$17.9K