427 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, 172 increasing their positions, 120 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0.48% more ownership

Funds ownership: 112.22%112.69% (+0.48%)

0% more funds holding

Funds holding: 426427 (+1)

94% less call options, than puts

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

Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.62M
Puts
$72.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
326
Rothschild Investment LLC
Illinois
$81.4K
SAM
327
Smartleaf Asset Management
Massachusetts
$74.7K
PAM
328
Paradigm Asset Management
New York
$73.5K
ETC
329
Exchange Traded Concepts
Oklahoma
$72.5K
AGWCA
330
Annis Gardner Whiting Capital Advisors
Florida
$71K
VCM
331
Versant Capital Management
Arizona
$64.6K
BBHC
332
Brown Brothers Harriman & Co
New York
$61.5K
CA
333
Cache Advisors
California
$59.5K
BSB
334
Bangor Savings Bank
Maine
$58.2K
RFP
335
Root Financial Partners
California
$54.3K
IA
336
IFP Advisors
Florida
$49.7K
NSIM
337
North Star Investment Management
Illinois
$45.9K
Nomura Asset Management
338
Nomura Asset Management
Japan
$45.9K
SN
339
Sittner & Nelson
Oregon
$42.1K
QC
340
Quent Capital
New York
$41K
FHC
341
First Horizon Corporation
Tennessee
$39.8K
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$38.4K
PMFA
343
Plante Moran Financial Advisors
Michigan
$38.3K
Mitsubishi UFJ Asset Management
344
Mitsubishi UFJ Asset Management
Japan
$37.8K
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$36.5K
SPIA
346
Steward Partners Investment Advisory
New York
$35.7K
AA
347
Ancora Advisors
Ohio
$33.4K
TWD
348
True Wealth Design
Ohio
$30.5K
AFC
349
Ares Financial Consulting
California
$29.8K
HNB
350
Huntington National Bank
Ohio
$29.5K