423 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 148 reducing their positions, and 37 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: 110.13%112.17% (+2%)

4% less capital invested

Capital invested by funds: $5.94B → $5.73B (-$215M)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 148

Holders
423
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
FHA
351
Flagship Harbor Advisors
Massachusetts
$17.9K
QL
352
Quarry LP
New York
$16.2K
TWD
353
True Wealth Design
Ohio
$15.9K
IAIM
354
International Assets Investment Management
Florida
$15.5K
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$15K
Mitsubishi UFJ Asset Management
356
Mitsubishi UFJ Asset Management
Japan
$15K
SPIA
357
Steward Partners Investment Advisory
New York
$14.9K
RFP
358
Root Financial Partners
California
$14.9K
HNB
359
Huntington National Bank
Ohio
$14.7K
VCM
360
Versant Capital Management
Arizona
$14.3K
CTC
361
Central Trust Company
Missouri
$14.2K
LWM
362
Lodestone Wealth Management
Washington
$11K
ST
363
Smithfield Trust
Pennsylvania
$10K
PA
364
Parallel Advisors
California
$9.98K
KFA
365
Kelleher Financial Advisors
New York
$9.68K
YDMI
366
Y.D. More Investments
Israel
$9.24K
C
367
Covestor
United Kingdom
$9K
Simplex Trading
368
Simplex Trading
Illinois
$7.75K
FFA
369
Frazier Financial Advisors
Ohio
$6.41K
S
370
SignatureFD
Georgia
$6.26K
CAL
371
Capital Advisors Ltd
Ohio
$6K
AG
372
AmeriFlex Group
Nevada
$4.77K
LFG
373
Larson Financial Group
Missouri
$4.77K
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$4.62K
JWA
375
JFS Wealth Advisors
Pennsylvania
$4.17K