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
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
376
Asset Dedication LLC
California
$3.93K
CWP
377
Concord Wealth Partners
Virginia
$3.77K
HNW
378
High Note Wealth
Minnesota
$3.14K -$471 -3 -13%
LFG
379
Larson Financial Group
Missouri
$3.14K +$3.14K +20 New
HWM
380
Hemington Wealth Management
Virginia
$3K +$600 +5 +25%
FC
381
Fairscale Capital
New Hampshire
$2.98K
BGAI
382
Bruce G. Allen Investments
Colorado
$2.83K -$157 -1 -5%
PWMG
383
Private Wealth Management Group
New Jersey
$2.67K +$2.04K +13 +325%
WPA
384
West Paces Advisors
Georgia
$2.67K
PTC
385
Private Trust Company
Ohio
$2.51K +$2.51K +16 New
JWA
386
JFS Wealth Advisors
Pennsylvania
$2.36K -$2.2K -14 -48%
WT
387
Whittier Trust
California
$2.36K -$12.9K -82 -85%
OC
388
Oakworth Capital
Alabama
$2.36K +$2.36K +15 New
SC
389
SouthState Corp
Florida
$2.2K +$2.2K +14 New
TCOV
390
Trust Company of Vermont
Vermont
$2.2K -$221K -1,410 -99%
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 +$1.57K +10 New
BFS
396
Bare Financial Services
Pennsylvania
$1.41K +$1.41K +9 New
EWA
397
EverSource Wealth Advisors
Alabama
$1.26K -$18.4K -117 -94%
MCM
398
MV Capital Management
Maryland
$1.1K -$157 -1 -13%
HFS
399
Hantz Financial Services
Michigan
$1K +$1K +9 New
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$943