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
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$4.74K
RF
377
Rossby Financial
Florida
$4.51K
KFAS
378
Keating Financial Advisory Services
Kansas
$4.44K
JWA
379
JFS Wealth Advisors
Pennsylvania
$3.98K
ADL
380
Asset Dedication LLC
California
$3.83K
FFO
381
Fortitude Family Office
Arizona
$3.67K
PTC
382
Private Trust Company
Ohio
$3.52K
BW
383
Bravera Wealth
North Dakota
$3.37K
OCWP
384
Owl Creek Wealth Partners
Colorado
$3.06K
PP
385
PFS Partners
New Jersey
$2.75K
JSAM
386
J. Safra Asset Management
New York
$2.6K
SGFG
387
Silver Grove Financial Group
New York
$2.45K
BWL
388
Bogart Wealth LLC
Virginia
$2.3K
CAL
389
Capital Analysts LLC
Pennsylvania
$2K
JWM
390
JPL Wealth Management
Colorado
$1.99K
TFA
391
Transamerica Financial Advisors
Florida
$1.84K
RWM
392
Rialto Wealth Management
New York
$1.68K
FMP
393
Financial Management Professionals
Texas
$1.68K
CPG
394
Cornerstone Planning Group
New Jersey
$1.62K
SS
395
Sunbelt Securities
Texas
$1.53K
FCAS
396
First Command Advisory Services
Texas
$1.38K
HWP
397
Highline Wealth Partners
California
$1.38K
BIA
398
Bell Investment Advisors
California
$1.23K
MCM
399
MV Capital Management
Maryland
$1.23K
PWPS
400
Pinnacle Wealth Planning Services
Ohio
$1.22K