381 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, 115 increasing their positions, 159 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

9% less funds holding

Funds holding: 419381 (-38)

28% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 159

38% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 91

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$1.72M
Net Calls
Net Calls Change

Top Buyers

1 +$187M
2 +$53.4M
3 +$35.9M
4
LCM
Lakewood Capital Management
New York
+$26.1M
5
JPM
JANA Partners Management
New York
+$24.1M

Top Sellers

1 -$96.5M
2 -$92.5M
3 -$50.6M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Harbour Investments
Wisconsin
$1.76K
FMP
352
Financial Management Professionals
Texas
$1.62K
BIA
353
Bell Investment Advisors
California
$1.18K
DPW
354
DiNuzzo Private Wealth
Pennsylvania
$1.18K
AAS
355
Ameritas Advisory Services
Nebraska
$1.18K
MCM
356
MV Capital Management
Maryland
$1.03K
TIM
357
Tortoise Investment Management
New York
$1.03K
HNB
358
Huntington National Bank
Ohio
$954
CFD
359
Creative Financial Designs
Indiana
$881
NFSG
360
Newbridge Financial Services Group
Florida
$881
NRG
361
Nemes Rush Group
Michigan
$881
CH
362
Cromwell Holdings
Wyoming
$881
FFO
363
Fortitude Family Office
Arizona
$881
SC
364
SouthState Corp
Florida
$735
CIA
365
Cape Investment Advisory
Georgia
$734
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
$734
TPWA
367
Twin Peaks Wealth Advisors
California
$683
BGAI
368
Bruce G. Allen Investments
Colorado
$588
PWMG
369
Private Wealth Management Group
New Jersey
$588
GSWM
370
Golden State Wealth Management
California
$441
SIC
371
SJS Investment Consulting
Ohio
$441
HIA
372
HFM Investment Advisors
New Jersey
$441
TPCW
373
TD Private Client Wealth
New York
$441
BHWM
374
Bay Harbor Wealth Management
Maryland
$440
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$294