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427 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

90% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $2.61M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 391427 (+36)

2.04% more ownership

Funds ownership: 110.18%112.22% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$215M)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 149

Holders
427
Holders Change
+36
Holders Change %
+9.21%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
79
Increased
129
Reduced
149
Closed
38
Calls
$4.95M
Puts
$2.61M
Net Calls
+$2.34M
Net Calls Change
+$764K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$4.62K -$151 -1 -3%
JWA
377
JFS Wealth Advisors
Pennsylvania
$4.17K +$2.26K +15 +115%
SEP
378
Signature Equity Partners
Ohio
$4.17K +$4.22K +28 New
AssetMark Inc
379
AssetMark Inc
California
$3.87K +$2.11K +14 +117%
MWPCG
380
Measured Wealth Private Client Group
New Hampshire
$3.73K -$7.53K -50 -67%
ADL
381
Asset Dedication LLC
California
$3.73K
CWP
382
Concord Wealth Partners
Virginia
$3.58K
PTC
383
Private Trust Company
Ohio
$3.43K
BW
384
Bravera Wealth
North Dakota
$3.28K +$3.31K +22 New
HI
385
Harbour Investments
Wisconsin
$2.98K +$1.21K +8 +67%
FC
386
Fairscale Capital
New Hampshire
$2.83K
PP
387
PFS Partners
New Jersey
$2.68K
BWA
388
Basecamp Wealth Advisors
Washington
$2.68K +$2.71K +18 New
WT
389
Whittier Trust
California
$2.28K
KFAS
390
Keating Financial Advisory Services
Kansas
$2.09K +$2.11K +14 New
CAL
391
Capital Analysts LLC
Pennsylvania
$2K
WETS
392
Wealth Enhancement Trust Services
South Dakota
$1.79K +$1.81K +12 New
FMP
393
Financial Management Professionals
Texas
$1.64K
SS
394
Sunbelt Securities
Texas
$1.49K
WWA
395
Wealth Watch Advisors
Colorado
$1.49K
RF
396
Rossby Financial
Florida
$1.49K +$301 +2 +25%
JSAM
397
J. Safra Asset Management
New York
$1.34K
EW
398
Elyxium Wealth
California
$1.34K +$1.36K +9 New
FCAS
399
First Command Advisory Services
Texas
$1.34K +$1.36K +9 New
FFO
400
Fortitude Family Office
Arizona
$1.19K -$301 -2 -20%