390 hedge funds and large institutions have $5.95B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.88% less ownership

Funds ownership: 111.01%110.13% (-0.88%)

18% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 145

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.58M
Puts
$2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
376
Private Wealth Management Group
New Jersey
$631
TIM
377
Tortoise Investment Management
New York
$630
BGAI
378
Bruce G. Allen Investments
Colorado
$630
SS
379
SBI Securities
Japan
$630
1IA
380
1620 Investment Advisors
Massachusetts
$473
TPCW
381
TD Private Client Wealth
New York
$473
GSWM
382
Golden State Wealth Management
California
$473
SIC
383
SJS Investment Consulting
Ohio
$473
HIA
384
HFM Investment Advisors
New Jersey
$473
BHWM
385
Bay Harbor Wealth Management
Maryland
$472
RWM
386
Rialto Wealth Management
New York
$316
RWS
387
Retirement Wealth Solutions
Wisconsin
$316
HI
388
Horizon Investments
North Carolina
$315
TFM
389
TFC Financial Management
Massachusetts
$158
TFA
390
Transamerica Financial Advisors
Florida
$158
Norges Bank
391
Norges Bank
Norway
JPM
392
JANA Partners Management
New York
Fisher Asset Management
393
Fisher Asset Management
Washington
HCC
394
Hill City Capital
Massachusetts
ICM
395
Invenomic Capital Management
Massachusetts
GC
396
Gillson Capital
Illinois
BHCM
397
Brevan Howard Capital Management
Jersey
Verition Fund Management
398
Verition Fund Management
Connecticut
Qube Research & Technologies (QRT)
399
Qube Research & Technologies (QRT)
United Kingdom
BFC
400
Banc Funds Company
Illinois