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429 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, 174 increasing their positions, 120 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

3% more capital invested

Capital invested by funds: $5.73B → $5.92B (+$187M)

0.48% more ownership

Funds ownership: 112.22%112.7% (+0.48%)

0% more funds holding

Funds holding: 427429 (+2)

94% less call options, than puts

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

Holders
429
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
69
Increased
174
Reduced
120
Closed
59
Calls
$4.62M
Puts
$72.1M
Net Calls
-$67.5M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Huntington National Bank
Ohio
$29.5K +$14.7K +94 +95%
SIC
352
SJS Investment Consulting
Ohio
$27.9K +$8.28K +53 +41%
WPA
353
Wealth Preservation Advisors
Tennessee
$27.9K +$28.4K +182 New
BC
354
Bayforest Capital
United Kingdom
$26.5K +$27K +173 New
Los Angeles Capital Management
355
Los Angeles Capital Management
California
$25.7K
WSFS
356
Wilmington Savings Fund Society
Delaware
$24.6K -$938 -6 -4%
AWM
357
Activest Wealth Management
Florida
$23.6K +$469 +3 +2%
CAC
358
Core Alternative Capital
Georgia
$22.3K -$3.91K -25 -15%
SEP
359
Signature Equity Partners
Ohio
$18.2K +$14.2K +91 +325%
LFG
360
Larson Financial Group
Missouri
$17.9K +$13.3K +85 +266%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$15.8K +$313 +2 +2%
IAIM
362
International Assets Investment Management
Florida
$15.6K
DWP
363
Destiny Wealth Partners
Florida
$15.3K +$15.6K +100 New
TC
364
Truvestments Capital
Florida
$14.8K -$17.4K -111 -53%
CTC
365
Central Trust Company
Missouri
$14.5K
PA
366
Parallel Advisors
California
$11.9K +$1.72K +11 +16%
LWM
367
Lodestone Wealth Management
Washington
$11.3K
ST
368
Smithfield Trust
Pennsylvania
$10K
C
369
Covestor
United Kingdom
$10K +$1.09K +7 +12%
KFA
370
Kelleher Financial Advisors
New York
$9.55K
S
371
SignatureFD
Georgia
$6.89K +$469 +3 +7%
EWP
372
Elevation Wealth Partners
California
$6.89K +$7.03K +45 New
FFA
373
Frazier Financial Advisors
Ohio
$6.58K
CFO
374
CVA Family Office
Colorado
$6.43K +$6.57K +42 New
AssetMark Inc
375
AssetMark Inc
California
$6.28K +$2.35K +15 +58%