426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M
Name Market Value Shares Shares
Change
Shares
Change %
PFBT
376
Parkside Financial Bank & Trust
Missouri
$8.77K 50 +16 +47%
RS
377
R Squared
Hong Kong
$8.77K 50 +50 New
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.59K 49
CA
379
Clearstead Advisors
Ohio
$7.72K 44 +5 +13%
AF
380
Allworth Financial
California
$7.68K 42 -4 -9%
FFA
381
Frazier Financial Advisors
Ohio
$7.34K 43
CAL
382
Capital Advisors Ltd
Ohio
$7K 38
BWAM
383
Boyd Watterson Asset Management
Ohio
$5.79K 33
TWD
384
True Wealth Design
Ohio
$5.79K 33 +33 New
HNB
385
Huntington National Bank
Ohio
$5.51K 32 -51 -61%
BIA
386
Bell Investment Advisors
California
$5.26K 30
JWA
387
JFS Wealth Advisors
Pennsylvania
$5.09K 29 +1 +4%
AAP
388
Arax Advisory Partners
Colorado
$4.56K 26 -11 -30%
WT
389
Washington Trust
Rhode Island
$4.56K 26 +20 +333%
ADL
390
Asset Dedication LLC
California
$4.38K 25
CWP
391
Concord Wealth Partners
Virginia
$4.21K 24
HNW
392
High Note Wealth
Minnesota
$4.03K 23 +23 New
CAS
393
Coppell Advisory Solutions
Texas
$3.76K 22
KWAG
394
Kiely Wealth Advisory Group
North Carolina
$3.7K 24
AssetMark Inc
395
AssetMark Inc
California
$3.51K 20 -7 -26%
FC
396
Fairscale Capital
New Hampshire
$3.33K 19
BGAI
397
Bruce G. Allen Investments
Colorado
$3.33K 19 +1 +6%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$3.16K 18
CAL
399
Capital Analysts LLC
Pennsylvania
$3K 15
HWM
400
Hemington Wealth Management
Virginia
$3K 20 +2 +11%