419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.06B → $6.12B (-$938M)

31% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 170

61% less call options, than puts

Call options by funds: $83M | Put options by funds: $215M

Holders
419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$98.6M
2 +$96.5M
3 +$93.7M
4
Millennium Management
Millennium Management
New York
+$56.2M
5
IC
Impactive Capital
New York
+$46M

Top Sellers

1 -$154M
2 -$102M
3 -$84.4M
4
BlackRock
BlackRock
New York
-$54.9M
5
PFM
Premier Fund Managers
United Kingdom
-$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
376
Asset Dedication LLC
California
$3.93K
CWP
377
Concord Wealth Partners
Virginia
$3.77K
HNW
378
High Note Wealth
Minnesota
$3.14K
LFG
379
Larson Financial Group
Missouri
$3.14K
HWM
380
Hemington Wealth Management
Virginia
$3K
FC
381
Fairscale Capital
New Hampshire
$2.98K
BGAI
382
Bruce G. Allen Investments
Colorado
$2.83K
PWMG
383
Private Wealth Management Group
New Jersey
$2.67K
WPA
384
West Paces Advisors
Georgia
$2.67K
PTC
385
Private Trust Company
Ohio
$2.51K
JWA
386
JFS Wealth Advisors
Pennsylvania
$2.36K
WT
387
Whittier Trust
California
$2.35K
OC
388
Oakworth Capital
Alabama
$2.35K
SC
389
SouthState Corp
Florida
$2.2K
TCOV
390
Trust Company of Vermont
Vermont
$2.2K
BF
391
BOK Financial
Oklahoma
$2.04K
CFD
392
Creative Financial Designs
Indiana
$2.04K
CAL
393
Capital Analysts LLC
Pennsylvania
$2K
FMP
394
Financial Management Professionals
Texas
$1.73K
FCAS
395
First Command Advisory Services
Texas
$1.57K
BFS
396
Bare Financial Services
Pennsylvania
$1.41K
EWA
397
EverSource Wealth Advisors
Alabama
$1.26K
MCM
398
MV Capital Management
Maryland
$1.1K
HFS
399
Hantz Financial Services
Michigan
$1K
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$943