389 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 48 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
389
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
TIM
376
Tortoise Investment Management
New York
$630
BGAI
377
Bruce G. Allen Investments
Colorado
$630
SS
378
SBI Securities
Japan
$630
1IA
379
1620 Investment Advisors
Massachusetts
$473
GSWM
380
Golden State Wealth Management
California
$473
HIA
381
HFM Investment Advisors
New Jersey
$473
SIC
382
SJS Investment Consulting
Ohio
$473
TPCW
383
TD Private Client Wealth
New York
$473
BHWM
384
Bay Harbor Wealth Management
Maryland
$472
RWM
385
Rialto Wealth Management
New York
$316
RWS
386
Retirement Wealth Solutions
Wisconsin
$316
HI
387
Horizon Investments
North Carolina
$315
TFM
388
TFC Financial Management
Massachusetts
$158
TFA
389
Transamerica Financial Advisors
Florida
$158
Norges Bank
390
Norges Bank
Norway
JPM
391
JANA Partners Management
New York
Fisher Asset Management
392
Fisher Asset Management
Washington
HCC
393
Hill City Capital
Massachusetts
ICM
394
Invenomic Capital Management
Massachusetts
GC
395
Gillson Capital
Illinois
BHCM
396
Brevan Howard Capital Management
Jersey
Verition Fund Management
397
Verition Fund Management
Connecticut
Qube Research & Technologies (QRT)
398
Qube Research & Technologies (QRT)
United Kingdom
BFC
399
Banc Funds Company
Illinois
Walleye Capital
400
Walleye Capital
New York