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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
326
Paradigm Asset Management
New York
$71.5K
AGWCA
327
Annis Gardner Whiting Capital Advisors
Florida
$69.1K -$37.1K -246 -35%
CA
328
Clearstead Advisors
Ohio
$67K +$46.3K +307 +215%
SAM
329
Smartleaf Asset Management
Massachusetts
$64.3K +$8.29K +55 +15%
BBHC
330
Brown Brothers Harriman & Co
New York
$59.9K
BSB
331
Bangor Savings Bank
Maine
$56.6K
IA
332
IFP Advisors
Florida
$55.3K +$38.7K +257 +225%
Nomura Asset Management
333
Nomura Asset Management
Japan
$44.7K
NSIM
334
North Star Investment Management
Illinois
$44.7K
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$41.7K -$40.5K -269 -49%
PMFA
336
Plante Moran Financial Advisors
Michigan
$37.2K
QC
337
Quent Capital
New York
$35.3K +$8.89K +59 +33%
FHC
338
First Horizon Corporation
Tennessee
$35.3K +$14.2K +94 +66%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$35.2K -$14K -93 -28%
AA
340
Ancora Advisors
Ohio
$34.7K +$35.1K +233 New
DWA
341
Dougherty Wealth Advisers
Minnesota
$31.9K
TC
342
Truvestments Capital
Florida
$31K -$7.08K -47 -18%
NA
343
NewEdge Advisors
Louisiana
$30.2K
GRP
344
Global Retirement Partners
California
$26.7K -$7.53K -50 -22%
CAC
345
Core Alternative Capital
Georgia
$25.5K
Los Angeles Capital Management
346
Los Angeles Capital Management
California
$25.5K +$25.3K +168 New
WSFS
347
Wilmington Savings Fund Society
Delaware
$24.9K -$1.21K -8 -5%
AWM
348
Activest Wealth Management
Florida
$22.5K +$22.8K +151 New
National Bank of Canada
349
National Bank of Canada
Quebec, Canada
$20.4K +$20.6K +137 New
SIC
350
SJS Investment Consulting
Ohio
$19.2K +$19K +126 +4,200%