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WEX
WEX

Overview Fund Activity

377 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 154 reducing their positions, and 91 closing their positions.

Holders
377
Holders Change
-42
Holders Change %
-10.02%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
154
Closed
91
Calls
$1.22M
Puts
$1.04M
Net Calls
+$176K
Net Calls Change
+$132M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$187M
2
HRCM
2
Hawk Ridge Capital Management
California
$59.2M
3
Norges Bank
3
Norges Bank
Norway
$42.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$394M
5
LCM
5
Lakewood Capital Management
New York
$26.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$845K
3
Millennium Management
3
Millennium Management
New York
$10M
4
Barclays
4
Barclays
United Kingdom
$42.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
351
Ameritas Advisory Services
Nebraska
$1.18K 8 +8 New
MCM
352
MV Capital Management
Maryland
$1.03K 7 – –
TIM
353
Tortoise Investment Management
New York
$1.03K 7 +1 +17%
HNB
354
Huntington National Bank
Ohio
$954 7 -55 -89%
CFD
355
Creative Financial Designs
Indiana
$881 6 -7 -54%
NRG
356
Nemes Rush Group
Michigan
$881 6 – –
NFSG
357
Newbridge Financial Services Group
Florida
$881 6 – –
CH
358
Cromwell Holdings
Wyoming
$881 6 +4 +200%
FFO
359
Fortitude Family Office
Arizona
$881 6 +6 New
SC
360
SouthState Corp
Florida
$735 5 -9 -64%
CIA
361
Cape Investment Advisory
Georgia
$734 5 – –
Kayne Anderson Rudnick Investment Management
362
Kayne Anderson Rudnick Investment Management
California
$734 5 – –
TPWA
363
Twin Peaks Wealth Advisors
California
$683 4 +4 New
BGAI
364
Bruce G. Allen Investments
Colorado
$588 4 -14 -78%
PWMG
365
Private Wealth Management Group
New Jersey
$588 4 -13 -76%
GSWM
366
Golden State Wealth Management
California
$441 3 – –
SIC
367
SJS Investment Consulting
Ohio
$441 3 +1 +50%
TPCW
368
TD Private Client Wealth
New York
$441 3 +3 New
HIA
369
HFM Investment Advisors
New Jersey
$441 3 +3 New
BHWM
370
Bay Harbor Wealth Management
Maryland
$440 3 +3 New
RWM
371
Rialto Wealth Management
New York
$294 2 +2 New
HI
372
Horizon Investments
North Carolina
$294 2 +2 New
AGWCA
373
Annis Gardner Whiting Capital Advisors
Florida
$294 2 +2 New
PWM
374
Parkworth Wealth Management
California
$147 1 – –
RS
375
Rakuten Securities
Japan
$147 1 – –
13 14
15
16 17