427 hedge funds and large institutions have $5.92B invested in WEX in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0.48% more ownership

Funds ownership: 112.22%112.69% (+0.48%)

0% more funds holding

Funds holding: 426427 (+1)

94% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $72.1M

Holders
427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.62M
Puts
$72.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
SJS Investment Consulting
Ohio
$27.9K
WPA
352
Wealth Preservation Advisors
Tennessee
$27.9K
BC
353
Bayforest Capital
United Kingdom
$26.5K
Los Angeles Capital Management
354
Los Angeles Capital Management
California
$25.7K
WSFS
355
Wilmington Savings Fund Society
Delaware
$24.6K
AWM
356
Activest Wealth Management
Florida
$23.6K
CAC
357
Core Alternative Capital
Georgia
$22.3K
SEP
358
Signature Equity Partners
Ohio
$18.2K
LFG
359
Larson Financial Group
Missouri
$17.9K
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$15.8K
IAIM
361
International Assets Investment Management
Florida
$15.6K
DWP
362
Destiny Wealth Partners
Florida
$15.3K
TC
363
Truvestments Capital
Florida
$14.8K
CTC
364
Central Trust Company
Missouri
$14.5K
PA
365
Parallel Advisors
California
$11.9K
LWM
366
Lodestone Wealth Management
Washington
$11.3K
ST
367
Smithfield Trust
Pennsylvania
$10K
C
368
Covestor
United Kingdom
$10K
KFA
369
Kelleher Financial Advisors
New York
$9.55K
S
370
SignatureFD
Georgia
$6.89K
EWP
371
Elevation Wealth Partners
California
$6.89K
FFA
372
Frazier Financial Advisors
Ohio
$6.58K
CFO
373
CVA Family Office
Colorado
$6.43K
AssetMark Inc
374
AssetMark Inc
California
$6.28K
CAL
375
Capital Advisors Ltd
Ohio
$6K