426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
426
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
351
Rothschild Investment LLC
Illinois
$19.2K
AAP
352
Arax Advisory Partners
Colorado
$18.2K
FHA
353
Flagship Harbor Advisors
Massachusetts
$17.9K
QL
354
Quarry LP
New York
$16.2K
TWD
355
True Wealth Design
Ohio
$15.9K
IAIM
356
International Assets Investment Management
Florida
$15.5K
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$15K
Mitsubishi UFJ Asset Management
358
Mitsubishi UFJ Asset Management
Japan
$15K
SPIA
359
Steward Partners Investment Advisory
New York
$14.9K
RFP
360
Root Financial Partners
California
$14.9K
HNB
361
Huntington National Bank
Ohio
$14.7K
VCM
362
Versant Capital Management
Arizona
$14.3K
CTC
363
Central Trust Company
Missouri
$14.2K
LWM
364
Lodestone Wealth Management
Washington
$11K
ST
365
Smithfield Trust
Pennsylvania
$10K
PA
366
Parallel Advisors
California
$9.98K
KFA
367
Kelleher Financial Advisors
New York
$9.68K
YDMI
368
Y.D. More Investments
Israel
$9.24K
C
369
Covestor
United Kingdom
$9K
Simplex Trading
370
Simplex Trading
Illinois
$7.75K
FFA
371
Frazier Financial Advisors
Ohio
$6.41K
S
372
SignatureFD
Georgia
$6.26K
CAL
373
Capital Advisors Ltd
Ohio
$6K
AG
374
AmeriFlex Group
Nevada
$4.77K
LFG
375
Larson Financial Group
Missouri
$4.77K