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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
CAL
376
Capital Advisors Ltd
Ohio
$6K
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$4.74K
RF
378
Rossby Financial
Florida
$4.51K +$3.13K +20 +200%
KFAS
379
Keating Financial Advisory Services
Kansas
$4.44K +$2.35K +15 +107%
JWA
380
JFS Wealth Advisors
Pennsylvania
$3.98K -$313 -2 -7%
ADL
381
Asset Dedication LLC
California
$3.83K
FFO
382
Fortitude Family Office
Arizona
$3.67K +$2.5K +16 +200%
PTC
383
Private Trust Company
Ohio
$3.52K
BW
384
Bravera Wealth
North Dakota
$3.37K
OCWP
385
Owl Creek Wealth Partners
Colorado
$3.06K +$3.13K +20 New
BWA
386
Basecamp Wealth Advisors
Washington
$2.91K +$156 +1 +6%
PP
387
PFS Partners
New Jersey
$2.75K
JSAM
388
J. Safra Asset Management
New York
$2.6K +$1.25K +8 +89%
SGFG
389
Silver Grove Financial Group
New York
$2.45K +$2.5K +16 New
BWL
390
Bogart Wealth LLC
Virginia
$2.3K +$2.35K +15 New
CAL
391
Capital Analysts LLC
Pennsylvania
$2K -$782 -5 -33%
JWM
392
JPL Wealth Management
Colorado
$1.99K +$2.03K +13 New
TFA
393
Transamerica Financial Advisors
Florida
$1.84K +$1.88K +12 New
RWM
394
Rialto Wealth Management
New York
$1.68K +$1.09K +7 +175%
FMP
395
Financial Management Professionals
Texas
$1.68K
CPG
396
Cornerstone Planning Group
New Jersey
$1.62K +$625 +4 +57%
SS
397
Sunbelt Securities
Texas
$1.53K
FCAS
398
First Command Advisory Services
Texas
$1.38K
HWP
399
Highline Wealth Partners
California
$1.38K +$1.41K +9 New
BIA
400
Bell Investment Advisors
California
$1.23K