383 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, 143 reducing their positions, and 38 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:

0.96% less ownership

Funds ownership: 111.05%110.09% (-0.96%)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
383
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
HI
351
Harbour Investments
Wisconsin
$1.89K
FMP
352
Financial Management Professionals
Texas
$1.73K
HNW
353
High Note Wealth
Minnesota
$1.73K
FFO
354
Fortitude Family Office
Arizona
$1.57K
WWA
355
Wealth Watch Advisors
Colorado
$1.57K
SS
356
Sunbelt Securities
Texas
$1.57K
JSAM
357
J. Safra Asset Management
New York
$1.42K
RF
358
Rossby Financial
Florida
$1.28K
BIA
359
Bell Investment Advisors
California
$1.26K
DPW
360
DiNuzzo Private Wealth
Pennsylvania
$1.2K
HNB
361
Huntington National Bank
Ohio
$1.02K
CCM
362
Cloud Capital Management
Washington
$1K
CH
363
Cromwell Holdings
Wyoming
$946
NRG
364
Nemes Rush Group
Michigan
$945
CFD
365
Creative Financial Designs
Indiana
$945
NFSG
366
Newbridge Financial Services Group
Florida
$945
Kayne Anderson Rudnick Investment Management
367
Kayne Anderson Rudnick Investment Management
California
$788
SC
368
SouthState Corp
Florida
$788
PWMG
369
Private Wealth Management Group
New Jersey
$631
TIM
370
Tortoise Investment Management
New York
$630
BGAI
371
Bruce G. Allen Investments
Colorado
$630
SS
372
SBI Securities
Japan
$630
1IA
373
1620 Investment Advisors
Massachusetts
$473
SIC
374
SJS Investment Consulting
Ohio
$473
HIA
375
HFM Investment Advisors
New Jersey
$473