426 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

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
426
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
$4.95M
Puts
$2.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$4.62K
JWA
377
JFS Wealth Advisors
Pennsylvania
$4.17K
SEP
378
Signature Equity Partners
Ohio
$4.17K
AssetMark Inc
379
AssetMark Inc
California
$3.87K
MWPCG
380
Measured Wealth Private Client Group
New Hampshire
$3.73K
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
HI
385
Harbour Investments
Wisconsin
$2.98K
FC
386
Fairscale Capital
New Hampshire
$2.83K
PP
387
PFS Partners
New Jersey
$2.68K
WT
388
Whittier Trust
California
$2.28K
KFAS
389
Keating Financial Advisory Services
Kansas
$2.09K
CAL
390
Capital Analysts LLC
Pennsylvania
$2K
WETS
391
Wealth Enhancement Trust Services
South Dakota
$1.79K
FMP
392
Financial Management Professionals
Texas
$1.64K
WWA
393
Wealth Watch Advisors
Colorado
$1.49K
SS
394
Sunbelt Securities
Texas
$1.49K
RF
395
Rossby Financial
Florida
$1.49K
JSAM
396
J. Safra Asset Management
New York
$1.34K
EW
397
Elyxium Wealth
California
$1.34K
FCAS
398
First Command Advisory Services
Texas
$1.34K
FFO
399
Fortitude Family Office
Arizona
$1.19K
BIA
400
Bell Investment Advisors
California
$1.19K