388 hedge funds and large institutions have $5.94B invested in WEX in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 146 reducing their positions, and 39 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:

0.94% less ownership

Funds ownership: 111.07%110.13% (-0.94%)

19% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 146

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
388
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
EP
401
Edgestream Partners
New Jersey
NRD
402
Nebula Research & Development
New York
FRM
403
Fox Run Management
Connecticut
JFG
404
Jefferies Financial Group
New York
Mariner
405
Mariner
Kansas
FT
406
Fiduciary Trust
Massachusetts
GCP
407
GSA Capital Partners
United Kingdom
WorldQuant Millennium Advisors
408
WorldQuant Millennium Advisors
New York
RAM
409
Readystate Asset Management
Illinois
Connor, Clark & Lunn Investment Management (CC&L)
410
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
PAS
411
Point72 Asia (Singapore)
Singapore
BAM
412
Blueshift Asset Management
New Jersey
DTL
413
Dynamic Technology Lab
Singapore
JF
414
Jump Financial
Illinois
GWM
415
Gitterman Wealth Management
New Jersey
BIG
416
Brooklyn Investment Group
New York
BNP Paribas Asset Management
417
BNP Paribas Asset Management
France
TSMHT
418
Thurston Springer Miller Herd & Titak
Indiana
GWM
419
Geneos Wealth Management
Colorado
CPA
420
Compass Planning Associates
Massachusetts
BCWM
421
Bartlett & Co Wealth Management
Ohio
TCOV
422
Trust Company of Vermont
Vermont
AAS
423
Ameritas Advisory Services
Nebraska
CIA
424
Cape Investment Advisory
Georgia
TPWA
425
Twin Peaks Wealth Advisors
California