439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
376
Jones Financial Companies
Missouri
$19K 107 +41 +62%
FFA
377
Farther Finance Advisors
California
$18.1K 103 +23 +29%
BFEC
378
Benjamin F. Edwards & Company
Missouri
$18K 100
NS
379
NBC Securities
Alabama
$18K 105
Mitsubishi UFJ Asset Management
380
Mitsubishi UFJ Asset Management
Japan
$17.9K 101
AGWCA
381
Annis Gardner Whiting Capital Advisors
Florida
$17.4K 98
WT
382
Whittier Trust
California
$17.2K 97
BWAM
383
Boyd Watterson Asset Management
Ohio
$14.7K 83
PA
384
Parallel Advisors
California
$14.2K 80 -5 -6%
AF
385
Advisornet Financial
Minnesota
$13.1K 74 -3 -4%
CI Investments Inc
386
CI Investments Inc
Ontario, Canada
$13K 73 -9 -11%
ST
387
Smithfield Trust
Pennsylvania
$12K 67
CA
388
Clearstead Advisors
Ohio
$11.9K 67 +67 New
PTC
389
Private Trust Company
Ohio
$11.9K 67
IA
390
IFP Advisors
Florida
$11.3K 64 -5 -7%
BCMLT
391
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.68K 49
VWM
392
Venturi Wealth Management
Texas
$8.68K 49 +49 New
AF
393
Allworth Financial
California
$8.49K 46 +36 +360%
CP
394
Castleview Partners
Texas
$7.97K 45 +19 +73%
VF
395
VitalStone Financial
Texas
$7.97K 45 +45 New
FFA
396
Frazier Financial Advisors
Ohio
$7.62K 43
CAL
397
Capital Advisors Ltd
Ohio
$7K 41 +3 +8%
RFS
398
Richardson Financial Services
Massachusetts
$6.55K 37
PFBT
399
Parkside Financial Bank & Trust
Missouri
$6.38K 36 +6 +20%
ETC
400
Exchange Traded Concepts
Oklahoma
$6.2K 35 +13 +59%