426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M
Name Market Value Shares Shares
Change
Shares
Change %
QC
351
Quent Capital
New York
$24.4K 139
EIM
352
Essex Investment Management
Massachusetts
$24K 137 -190 -58%
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$23K 130 +30 +30%
GRP
354
Global Retirement Partners
California
$22.8K 130 -76 -37%
C
355
Covestor
United Kingdom
$22K 126 -151 -55%
EWA
356
EverSource Wealth Advisors
Alabama
$21.9K 125 +110 +733%
LFA
357
LGT Financial Advisors
Texas
$21.6K 123
RA
358
Rise Advisors
New York
$21.2K 121
AWM
359
Avior Wealth Management
Nebraska
$19.8K 113 -5 -4%
CTC
360
Central Trust Company
Missouri
$19.3K 110 -42 -28%
IA
361
IFP Advisors
Florida
$19.3K 110 +41 +59%
FFA
362
Farther Finance Advisors
California
$18.2K 104 -4 -4%
Mitsubishi UFJ Asset Management
363
Mitsubishi UFJ Asset Management
Japan
$17.9K 101
SSG
364
Summit Securities Group
New York
$17.5K 100 +100 New
PA
365
Parallel Advisors
California
$17.2K 98 +16 +20%
WT
366
Whittier Trust
California
$17K 97
LC
367
Lindbrook Capital
California
$14.9K 85 -82 -49%
CT
368
Colonial Trust
South Carolina
$14.4K 82 +68 +486%
CPA
369
Compass Planning Associates
Massachusetts
$13.1K 75 +75 New
JSAM
370
J. Safra Asset Management
New York
$12.5K 73 +20 +38%
SWM
371
Spire Wealth Management
Virginia
$12.4K 71 -121 -63%
ST
372
Smithfield Trust
Pennsylvania
$12K 67
S
373
SignatureFD
Georgia
$11.4K 65 -12 -16%
TH
374
TCTC Holdings
Texas
$9.47K 54 +54 New
VCM
375
Versant Capital Management
Arizona
$9.29K 53 +20 +61%