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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

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
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
351
Rothschild Investment LLC
Illinois
$19.2K +$19.4K +129 New
AAP
352
Arax Advisory Partners
Colorado
$18.2K -$280K -1,857 -94%
FHA
353
Flagship Harbor Advisors
Massachusetts
$17.9K +$18.1K +120 New
QL
354
Quarry LP
New York
$16.2K +$3.16K +21 +24%
TWD
355
True Wealth Design
Ohio
$15.9K +$14K +93 +664%
IAIM
356
International Assets Investment Management
Florida
$15.5K +$15.7K +104 New
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$15K -$904 -6 -6%
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 +$603 +4 +4%
HNB
361
Huntington National Bank
Ohio
$14.7K +$13.9K +92 +1,314%
VCM
362
Versant Capital Management
Arizona
$14.3K -$2.26K -15 -14%
CTC
363
Central Trust Company
Missouri
$14.2K
LWM
364
Lodestone Wealth Management
Washington
$11K +$11.2K +74 New
ST
365
Smithfield Trust
Pennsylvania
$10K
PA
366
Parallel Advisors
California
$9.98K +$4.37K +29 +76%
KFA
367
Kelleher Financial Advisors
New York
$9.68K
YDMI
368
Y.D. More Investments
Israel
$9.24K -$9.34K -62 -50%
C
369
Covestor
United Kingdom
$9K
Simplex Trading
370
Simplex Trading
Illinois
$7.75K -$6.03K -40 -43%
FFA
371
Frazier Financial Advisors
Ohio
$6.41K
S
372
SignatureFD
Georgia
$6.26K +$151 +1 +2%
CAL
373
Capital Advisors Ltd
Ohio
$6K
AG
374
AmeriFlex Group
Nevada
$4.77K -$4.82K -32 -50%
LFG
375
Larson Financial Group
Missouri
$4.77K -$2.56K -17 -35%