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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
376
Clearstead Advisors
Ohio
$8.18K 39 -28 -42%
CAL
377
Capital Advisors Ltd
Ohio
$8K 38 -3 -7%
AAP
378
Arax Advisory Partners
Colorado
$7.76K 37 +10 +37%
PFBT
379
Parkside Financial Bank & Trust
Missouri
$7.13K 34 -2 -6%
BWAM
380
Boyd Watterson Asset Management
Ohio
$6.92K 33 -50 -60%
VCM
381
Versant Capital Management
Arizona
$6.92K 33 +33 New
RFS
382
Richardson Financial Services
Massachusetts
$6.55K 37 – –
CTA
383
Colonial Trust Advisors
South Carolina
$6.29K 30 – –
BIA
384
Bell Investment Advisors
California
$6.29K 30 – –
ATS
385
Ashton Thomas Securities
New York
$6.08K 29 +29 New
JWA
386
JFS Wealth Advisors
Pennsylvania
$5.87K 28 +7 +33%
AssetMark Inc
387
AssetMark Inc
California
$5.66K 27 +2 +8%
ADL
388
Asset Dedication LLC
California
$5.24K 25 -86 -77%
CWP
389
Concord Wealth Partners
Virginia
$5.03K 24 – –
FDCP
390
Foster Dykema Cabot & Partners
Massachusetts
$5.03K 24 +24 New
BBHC
391
Brown Brothers Harriman & Co
New York
$4.61K 22 +22 New
CAS
392
Coppell Advisory Solutions
Texas
$4.6K 22 – –
KWAG
393
Kiely Wealth Advisory Group
North Carolina
$4.37K 24 – –
RWA
394
Redmont Wealth Advisors
Illinois
$4.2K 20 – –
Citadel Advisors
395
Citadel Advisors
Florida
$3.99K 19 -28,328 -100%
FC
396
Fairscale Capital
New Hampshire
$3.99K 19 – –
JIP
397
Jaffetilchin Investment Partners
Florida
$3.99K 19 +19 New
BGAI
398
Bruce G. Allen Investments
Colorado
$3.78K 18 – –
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$3.78K 18 – –
WPA
400
West Paces Advisors
Georgia
$3.57K 17 – –
14 15
16
17 18