379 hedge funds and large institutions have $5.6B invested in WEX in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 116 increasing their positions, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-40
Holders Change %
-9.55%
% of All Funds
5.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
56
Increased
116
Reduced
156
Closed
91
Calls
$3.83M
Puts
$1.72M
Net Calls
+$2.12M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
351
Bell Investment Advisors
California
$1.18K -$3.23K -22 -73%
DPW
352
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$294 +2 +33%
AAS
353
Ameritas Advisory Services
Nebraska
$1.18K +$1.18K +8 New
MCM
354
MV Capital Management
Maryland
$1.03K
TIM
355
Tortoise Investment Management
New York
$1.03K +$147 +1 +17%
HNB
356
Huntington National Bank
Ohio
$954 -$7.5K -55 -89%
CFD
357
Creative Financial Designs
Indiana
$881 -$1.03K -7 -54%
NFSG
358
Newbridge Financial Services Group
Florida
$881
NRG
359
Nemes Rush Group
Michigan
$881
CH
360
Cromwell Holdings
Wyoming
$881 +$587 +4 +200%
FFO
361
Fortitude Family Office
Arizona
$881 +$881 +6 New
SC
362
SouthState Corp
Florida
$735 -$1.32K -9 -64%
Kayne Anderson Rudnick Investment Management
363
Kayne Anderson Rudnick Investment Management
California
$734
CIA
364
Cape Investment Advisory
Georgia
$734
TPWA
365
Twin Peaks Wealth Advisors
California
$683 +$683 +4 New
BGAI
366
Bruce G. Allen Investments
Colorado
$588 -$2.06K -14 -78%
PWMG
367
Private Wealth Management Group
New Jersey
$588 -$1.91K -13 -76%
GSWM
368
Golden State Wealth Management
California
$441
SIC
369
SJS Investment Consulting
Ohio
$441 +$147 +1 +50%
TPCW
370
TD Private Client Wealth
New York
$441 +$441 +3 New
HIA
371
HFM Investment Advisors
New Jersey
$441 +$441 +3 New
BHWM
372
Bay Harbor Wealth Management
Maryland
$440 +$440 +3 New
AGWCA
373
Annis Gardner Whiting Capital Advisors
Florida
$294 +$294 +2 New
RWM
374
Rialto Wealth Management
New York
$294 +$294 +2 New
HI
375
Horizon Investments
North Carolina
$294 +$294 +2 New