422 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, 127 increasing their positions, 148 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% more ownership

Funds ownership: 110.13%112.14% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$217M)

14% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 148

Holders
422
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
AssetMark Inc
376
AssetMark Inc
California
$3.87K
MWPCG
377
Measured Wealth Private Client Group
New Hampshire
$3.73K
ADL
378
Asset Dedication LLC
California
$3.73K
CWP
379
Concord Wealth Partners
Virginia
$3.58K
PTC
380
Private Trust Company
Ohio
$3.43K
HI
381
Harbour Investments
Wisconsin
$2.98K
FC
382
Fairscale Capital
New Hampshire
$2.83K
PP
383
PFS Partners
New Jersey
$2.68K
WT
384
Whittier Trust
California
$2.28K
KFAS
385
Keating Financial Advisory Services
Kansas
$2.09K
CAL
386
Capital Analysts LLC
Pennsylvania
$2K
WETS
387
Wealth Enhancement Trust Services
South Dakota
$1.79K
FMP
388
Financial Management Professionals
Texas
$1.64K
SS
389
Sunbelt Securities
Texas
$1.49K
WWA
390
Wealth Watch Advisors
Colorado
$1.49K
RF
391
Rossby Financial
Florida
$1.49K
JSAM
392
J. Safra Asset Management
New York
$1.34K
FCAS
393
First Command Advisory Services
Texas
$1.34K
EW
394
Elyxium Wealth
California
$1.34K
FFO
395
Fortitude Family Office
Arizona
$1.19K
BIA
396
Bell Investment Advisors
California
$1.19K
PWPS
397
Pinnacle Wealth Planning Services
Ohio
$1.19K
CPG
398
Cornerstone Planning Group
New Jersey
$1.08K
MCM
399
MV Capital Management
Maryland
$1.04K
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$894