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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
351
Venturi Wealth Management
Texas
$31.5K 150 +101 +206%
QC
352
Quent Capital
New York
$29.1K 139 -7 -5%
SPIA
353
Steward Partners Investment Advisory
New York
$28.3K 135 – –
LFA
354
LGT Financial Advisors
Texas
$25.8K 123 – –
RA
355
Rise Advisors
New York
$25.4K 121 – –
Jones Financial Companies
356
Jones Financial Companies
Missouri
$24.9K 119 +12 +11%
AWM
357
Avior Wealth Management
Nebraska
$24.7K 118 -5 -4%
FFA
358
Farther Finance Advisors
California
$22.7K 108 +5 +5%
NS
359
NBC Securities
Alabama
$22K 105 – –
Mitsubishi UFJ Asset Management
360
Mitsubishi UFJ Asset Management
Japan
$21.2K 101 – –
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$21K 100 +27 +37%
WT
362
Whittier Trust
California
$20.3K 97 – –
HNB
363
Huntington National Bank
Ohio
$17.3K 83 -52 -39%
PA
364
Parallel Advisors
California
$17.2K 82 +2 +3%
AF
365
Advisornet Financial
Minnesota
$16.4K 78 +4 +5%
S
366
SignatureFD
Georgia
$16.1K 77 -454 -85%
IA
367
IFP Advisors
Florida
$14.5K 69 +5 +8%
CP
368
Castleview Partners
Texas
$14.3K 68 +23 +51%
ST
369
Smithfield Trust
Pennsylvania
$14K 67 – –
PTC
370
Private Trust Company
Ohio
$13.8K 66 -1 -1%
JSAM
371
J. Safra Asset Management
New York
$11.1K 53 +53 New
BCMLT
372
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.3K 49 – –
AF
373
Allworth Financial
California
$9.65K 46 – –
FFA
374
Frazier Financial Advisors
Ohio
$9.02K 43 – –
UB
375
UMB Bank
Missouri
$8.39K 40 +21 +111%
13 14
15
16 17