405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M
Name Market Value Shares Shares
Change
Shares
Change %
SWM
351
Spire Wealth Management
Virginia
$40.2K 221
DWA
352
Dougherty Wealth Advisers
Minnesota
$39K 214
GRP
353
Global Retirement Partners
California
$38.8K 213
SOW
354
State of Wyoming
Wyoming
$38.4K 211 +211 New
FHA
355
First Horizon Advisors
Tennessee
$38.4K 211
CFB
356
Cullen/Frost Bankers
Texas
$36.4K 200
SC
357
Solstein Capital
California
$32.6K 179
CAC
358
Core Alternative Capital
Georgia
$31.1K 171
LC
359
Lindbrook Capital
California
$30.4K 167
QC
360
Quent Capital
New York
$26.6K 146
FCA
361
FinTrust Capital Advisors
South Carolina
$25.2K 154
AF
362
Advisornet Financial
Minnesota
$23.1K 127 -4 -3%
VSQM
363
V-Square Quantitative Management
Illinois
$21.3K 117 +117 New
PA
364
Parallel Advisors
California
$20.9K 115
QCG
365
Quadrant Capital Group
Ohio
$18.4K 101 -8 -7%
BFEC
366
Benjamin F. Edwards & Company
Missouri
$18K 100
VCM
367
Vigilant Capital Management
Maine
$18K 100
SPIA
368
Steward Partners Investment Advisory
New York
$17.1K 94
BWAM
369
Boyd Watterson Asset Management
Ohio
$16K 88
VAG
370
VisionPoint Advisory Group
Texas
$15.1K 83 +83 New
First Manhattan
371
First Manhattan
New York
$14.2K 78 -3,400 -98%
PTC
372
Private Trust Company
Ohio
$13.7K 75 +9 +14%
SF
373
Safeguard Financial
Wisconsin
$13K 75 +75 New
ST
374
Smithfield Trust
Pennsylvania
$12K 67
MIM
375
Macroview Investment Management
Maryland
$11.7K 64 +62 +3,100%