388 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.94% less ownership

Funds ownership: 111.07%110.13% (-0.94%)

19% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 146

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$15.8K
RFP
327
Root Financial Partners
California
$15.1K
CTC
328
Central Trust Company
Missouri
$15K
Simplex Trading
329
Simplex Trading
Illinois
$14K
QL
330
Quarry LP
New York
$13.9K
MWPCG
331
Measured Wealth Private Client Group
New Hampshire
$11.8K
WANY
332
Wealthspire Advisors (New York)
New York
$11.2K
ST
333
Smithfield Trust
Pennsylvania
$11K
KFA
334
Kelleher Financial Advisors
New York
$10.2K
AG
335
AmeriFlex Group
Nevada
$10.1K
C
336
Covestor
United Kingdom
$9K
LFG
337
Larson Financial Group
Missouri
$7.72K
HWM
338
Hemington Wealth Management
Virginia
$7K
FFA
339
Frazier Financial Advisors
Ohio
$6.77K
S
340
SignatureFD
Georgia
$6.46K
CAL
341
Capital Advisors Ltd
Ohio
$6K
PA
342
Parallel Advisors
California
$5.99K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$5.04K
AF
344
Allworth Financial
California
$4.57K
ADL
345
Asset Dedication LLC
California
$3.94K
CWP
346
Concord Wealth Partners
Virginia
$3.78K
PTC
347
Private Trust Company
Ohio
$3.62K
SWM
348
Spire Wealth Management
Virginia
$2.99K
FC
349
Fairscale Capital
New Hampshire
$2.99K
PP
350
PFS Partners
New Jersey
$2.84K