401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M
Name Market Value Shares Shares
Change
Shares
Change %
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$29.1K 158 -2 -1%
QC
352
Quent Capital
New York
$26.8K 146 +1 +0.7%
HT
353
Headlands Technologies
Illinois
$26.5K 144 +144 New
FCA
354
FinTrust Capital Advisors
South Carolina
$25.2K 154
AF
355
Advisornet Financial
Minnesota
$24.1K 131 +1 +0.8%
Amundi
356
Amundi
France
$23.8K 131 +109 +495%
PA
357
Parallel Advisors
California
$21.1K 115 +5 +5%
QCG
358
Quadrant Capital Group
Ohio
$20K 109 +2 +2%
BTI
359
Blue Trust Inc
Georgia
$19K 117 +17 +17%
VCM
360
Vigilant Capital Management
Maine
$18K 100 -23 -19%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$18K 100
SPIA
362
Steward Partners Investment Advisory
New York
$17.3K 94 -9 -9%
ST
363
Sageworth Trust
Pennsylvania
$16.9K 92 +92 New
BWAM
364
Boyd Watterson Asset Management
Ohio
$16.2K 88
PTC
365
Private Trust Company
Ohio
$12.1K 66 +66 New
ST
366
Smithfield Trust
Pennsylvania
$12K 67
SS
367
Sunbelt Securities
Texas
$11.5K 64 +64 New
OIS
368
Okabena Investment Services
Minnesota
$10.3K 56
BCMLT
369
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.01K 49
GWS
370
Glassman Wealth Services
Virginia
$8.09K 44 -9 -17%
CWP
371
Concord Wealth Partners
Virginia
$8.09K 44 +24 +120%
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$5.7K 31 +15 +94%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$5.52K 30
CTA
374
Colonial Trust Advisors
South Carolina
$5.52K 30
BIA
375
Bell Investment Advisors
California
$5.15K 28