409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M
Name Market Value Shares Shares
Change
Shares
Change %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$46.8K 249 +5 +2%
GRP
352
Global Retirement Partners
California
$41.1K 226 +13 +6%
DWA
353
Dougherty Wealth Advisers
Minnesota
$40.3K 214
CFB
354
Cullen/Frost Bankers
Texas
$37.6K 200
SWM
355
Spire Wealth Management
Virginia
$36.1K 192 -29 -13%
FCA
356
FinTrust Capital Advisors
South Carolina
$34K 181 +27 +18%
SC
357
Solstein Capital
California
$33.7K 179
CAC
358
Core Alternative Capital
Georgia
$32.2K 171
LC
359
Lindbrook Capital
California
$31.4K 167
FHA
360
First Horizon Advisors
Tennessee
$30.5K 162 -49 -23%
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$28.8K 154 -1,713 -92%
QC
362
Quent Capital
New York
$27.5K 146
VAG
363
VisionPoint Advisory Group
Texas
$27.3K 145 +62 +75%
AF
364
Advisornet Financial
Minnesota
$23.5K 125 -2 -2%
LFA
365
LGT Financial Advisors
Texas
$23.1K 123 +123 New
PA
366
Parallel Advisors
California
$21.6K 115
C
367
Covestor
United Kingdom
$19K 101 -374 -79%
BFEC
368
Benjamin F. Edwards & Company
Missouri
$19K 100
NS
369
NBC Securities
Alabama
$19K 105 +105 New
QCG
370
Quadrant Capital Group
Ohio
$18.1K 96 -5 -5%
SPIA
371
Steward Partners Investment Advisory
New York
$17.7K 94
BWAM
372
Boyd Watterson Asset Management
Ohio
$15.6K 83 -5 -6%
PTC
373
Private Trust Company
Ohio
$14.1K 75
ST
374
Smithfield Trust
Pennsylvania
$13K 67
GWS
375
Glassman Wealth Services
Virginia
$12.2K 65 +12 +23%