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
WT
351
Whittier Trust
California
$2.4K
TWD
352
True Wealth Design
Ohio
$2.21K
JWA
353
JFS Wealth Advisors
Pennsylvania
$2.05K
CAL
354
Capital Analysts LLC
Pennsylvania
$2K
AssetMark Inc
355
AssetMark Inc
California
$1.89K
HI
356
Harbour Investments
Wisconsin
$1.89K
FMP
357
Financial Management Professionals
Texas
$1.73K
HNW
358
High Note Wealth
Minnesota
$1.73K
FFO
359
Fortitude Family Office
Arizona
$1.57K
SS
360
Sunbelt Securities
Texas
$1.57K
WWA
361
Wealth Watch Advisors
Colorado
$1.57K
JSAM
362
J. Safra Asset Management
New York
$1.42K
RF
363
Rossby Financial
Florida
$1.28K
BIA
364
Bell Investment Advisors
California
$1.26K
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$1.2K
HNB
366
Huntington National Bank
Ohio
$1.02K
CCM
367
Cloud Capital Management
Washington
$1K
CH
368
Cromwell Holdings
Wyoming
$946
CFD
369
Creative Financial Designs
Indiana
$945
NFSG
370
Newbridge Financial Services Group
Florida
$945
NRG
371
Nemes Rush Group
Michigan
$945
SC
372
SouthState Corp
Florida
$788
Kayne Anderson Rudnick Investment Management
373
Kayne Anderson Rudnick Investment Management
California
$788
PWMG
374
Private Wealth Management Group
New Jersey
$631
TIM
375
Tortoise Investment Management
New York
$630