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
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$16.3K -$60.8K -387 -79%
Mitsubishi UFJ Asset Management
352
Mitsubishi UFJ Asset Management
Japan
$15.9K
PA
353
Parallel Advisors
California
$15.7K +$314 +2 +2%
CTC
354
Central Trust Company
Missouri
$14.9K -$2.36K -15 -14%
HT
355
Headlands Technologies
Illinois
$14.8K +$14.8K +94 New
LC
356
Lindbrook Capital
California
$13.3K
JSAM
357
J. Safra Asset Management
New York
$12.2K +$785 +5 +7%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$12.1K +$4.24K +27 +54%
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 +$1.57K +10 +19%
HNB
363
Huntington National Bank
Ohio
$9.65K +$4.67K +30 +94%
C
364
Covestor
United Kingdom
$9K -$10.6K -68 -54%
TSMHT
365
Thurston Springer Miller Herd & Titak
Indiana
$8.79K +$8.79K +56 New
SWM
366
Spire Wealth Management
Virginia
$8.32K -$2.83K -18 -25%
FFA
367
Frazier Financial Advisors
Ohio
$6.75K
CAL
368
Capital Advisors Ltd
Ohio
$6K
AssetMark Inc
369
AssetMark Inc
California
$5.65K +$2.51K +16 +80%
AF
370
Allworth Financial
California
$5.46K
VCM
371
Versant Capital Management
Arizona
$5.18K -$3.14K -20 -38%
BWAM
372
Boyd Watterson Asset Management
Ohio
$5.18K
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$5.18K +$2.36K +15 +83%
BIA
374
Bell Investment Advisors
California
$4.71K
WT
375
Washington Trust
Rhode Island
$4.08K