419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
351
Steward Partners Investment Advisory
New York
$16.3K
Mitsubishi UFJ Asset Management
352
Mitsubishi UFJ Asset Management
Japan
$15.9K
PA
353
Parallel Advisors
California
$15.7K
CTC
354
Central Trust Company
Missouri
$14.9K
HT
355
Headlands Technologies
Illinois
$14.8K
LC
356
Lindbrook Capital
California
$13.3K
JSAM
357
J. Safra Asset Management
New York
$12.2K
PFBT
358
Parkside Financial Bank & Trust
Missouri
$12.1K
CPA
359
Compass Planning Associates
Massachusetts
$11.8K
ST
360
Smithfield Trust
Pennsylvania
$11K
S
361
SignatureFD
Georgia
$10.2K
TH
362
TCTC Holdings
Texas
$10K
HNB
363
Huntington National Bank
Ohio
$9.65K
C
364
Covestor
United Kingdom
$9K
TSMHT
365
Thurston Springer Miller Herd & Titak
Indiana
$8.79K
SWM
366
Spire Wealth Management
Virginia
$8.32K
FFA
367
Frazier Financial Advisors
Ohio
$6.75K
CAL
368
Capital Advisors Ltd
Ohio
$6K
AssetMark Inc
369
AssetMark Inc
California
$5.65K
AF
370
Allworth Financial
California
$5.46K
VCM
371
Versant Capital Management
Arizona
$5.18K
BWAM
372
Boyd Watterson Asset Management
Ohio
$5.18K
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$5.18K
BIA
374
Bell Investment Advisors
California
$4.71K
WT
375
Washington Trust
Rhode Island
$4.08K