405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M
Name Market Value Shares Shares
Change
Shares
Change %
SS
376
Sunbelt Securities
Texas
$11.7K 64
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$11K 60 +58 +2,900%
OIS
378
Okabena Investment Services
Minnesota
$10.2K 56
GWS
379
Glassman Wealth Services
Virginia
$9.65K 53 +9 +20%
BCMLT
380
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.92K 49
CWP
381
Concord Wealth Partners
Virginia
$8.01K 44
CAL
382
Capital Advisors Ltd
Ohio
$7K 38 +33 +660%
WTG
383
West Tower Group
Virginia
$6.37K 35 +35 New
CSPIA
384
Cary Street Partners Investment Advisory
Virginia
$5.64K 31
PFBT
385
Parkside Financial Bank & Trust
Missouri
$5.46K 30
CTA
386
Colonial Trust Advisors
South Carolina
$5.46K 30
BIA
387
Bell Investment Advisors
California
$5.1K 28
ADL
388
Asset Dedication LLC
California
$5K 25
BG
389
Bollard Group
Massachusetts
$5K 30 +30 New
EARNEST Partners
390
EARNEST Partners
Georgia
$4.73K 26
BTI
391
Blue Trust Inc
Georgia
$4K 23 -94 -80%
HNB
392
Huntington National Bank
Ohio
$3.9K 22
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$3.64K 20 -1 -5%
JWA
394
JFS Wealth Advisors
Pennsylvania
$3.28K 18
FFA
395
Farther Finance Advisors
California
$2.91K 16 -166 -91%
SWA
396
Sutton Wealth Advisors
Florida
$2.91K 16
DI
397
Disciplined Investments
Oklahoma
$2.55K 14 -1 -7%
CFD
398
Creative Financial Designs
Indiana
$2.37K 13
FMP
399
Financial Management Professionals
Texas
$2K 11
SIC
400
SJS Investment Consulting
Ohio
$911 5 -2 -29%