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429 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
326
UMB Bank
Missouri
$85.1K +$1.41K +9 +2%
RIL
327
Rothschild Investment LLC
Illinois
$81.4K +$63K +403 +312%
SAM
328
Smartleaf Asset Management
Massachusetts
$74.7K +$9.69K +62 +15%
PAM
329
Paradigm Asset Management
New York
$73.5K
ETC
330
Exchange Traded Concepts
Oklahoma
$72.5K +$74.1K +474 New
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$71K
VCM
332
Versant Capital Management
Arizona
$64.6K +$51K +326 +340%
BBHC
333
Brown Brothers Harriman & Co
New York
$61.5K
CA
334
Cache Advisors
California
$59.5K +$60.8K +389 New
BSB
335
Bangor Savings Bank
Maine
$58.2K
RFP
336
Root Financial Partners
California
$54.3K +$39.9K +255 +255%
IA
337
IFP Advisors
Florida
$49.7K -$7.19K -46 -12%
Nomura Asset Management
338
Nomura Asset Management
Japan
$45.9K
NSIM
339
North Star Investment Management
Illinois
$45.9K
SN
340
Sittner & Nelson
Oregon
$42.1K +$43K +275 New
QC
341
Quent Capital
New York
$41K +$4.85K +31 +13%
FHC
342
First Horizon Corporation
Tennessee
$39.8K +$3.6K +23 +10%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$38.4K -$4.53K -29 -10%
PMFA
344
Plante Moran Financial Advisors
Michigan
$38.3K
Mitsubishi UFJ Asset Management
345
Mitsubishi UFJ Asset Management
Japan
$37.8K +$22.8K +146 +145%
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$36.5K +$15.5K +99 +72%
SPIA
347
Steward Partners Investment Advisory
New York
$35.7K +$20.8K +133 +133%
AA
348
Ancora Advisors
Ohio
$33.4K -$2.35K -15 -6%
TWD
349
True Wealth Design
Ohio
$30.5K +$14.4K +92 +86%
AFC
350
Ares Financial Consulting
California
$29.8K +$30.2K +193 +3,860%