390 hedge funds and large institutions have $5.95B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.88% less ownership

Funds ownership: 111.01%110.13% (-0.88%)

18% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 145

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
351
PFS Partners
New Jersey
$2.84K
WT
352
Whittier Trust
California
$2.4K
TWD
353
True Wealth Design
Ohio
$2.21K
JWA
354
JFS Wealth Advisors
Pennsylvania
$2.05K
CAL
355
Capital Analysts LLC
Pennsylvania
$2K
AssetMark Inc
356
AssetMark Inc
California
$1.89K
HI
357
Harbour Investments
Wisconsin
$1.89K
FMP
358
Financial Management Professionals
Texas
$1.73K
HNW
359
High Note Wealth
Minnesota
$1.73K
FFO
360
Fortitude Family Office
Arizona
$1.57K
WWA
361
Wealth Watch Advisors
Colorado
$1.57K
SS
362
Sunbelt Securities
Texas
$1.57K
JSAM
363
J. Safra Asset Management
New York
$1.42K
RF
364
Rossby Financial
Florida
$1.28K
BIA
365
Bell Investment Advisors
California
$1.26K
DPW
366
DiNuzzo Private Wealth
Pennsylvania
$1.2K
MCM
367
MV Capital Management
Maryland
$1.1K
HNB
368
Huntington National Bank
Ohio
$1.02K
CCM
369
Cloud Capital Management
Washington
$1K
CH
370
Cromwell Holdings
Wyoming
$946
CFD
371
Creative Financial Designs
Indiana
$945
NFSG
372
Newbridge Financial Services Group
Florida
$945
NRG
373
Nemes Rush Group
Michigan
$945
SC
374
SouthState Corp
Florida
$788
Kayne Anderson Rudnick Investment Management
375
Kayne Anderson Rudnick Investment Management
California
$788