422 hedge funds and large institutions have $5.73B invested in WEX in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 148 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% more ownership

Funds ownership: 110.13%112.14% (+2%)

4% less capital invested

Capital invested by funds: $5.95B → $5.73B (-$217M)

14% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 148

Holders
422
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
NFSG
401
Newbridge Financial Services Group
Florida
$894
CFD
402
Creative Financial Designs
Indiana
$894
CH
403
Cromwell Holdings
Wyoming
$894
NRG
404
Nemes Rush Group
Michigan
$894
Kayne Anderson Rudnick Investment Management
405
Kayne Anderson Rudnick Investment Management
California
$745
SC
406
SouthState Corp
Florida
$745
AFC
407
Ares Financial Consulting
California
$745
TM
408
Torren Management
California
$745
BGAI
409
Bruce G. Allen Investments
Colorado
$596
PWMG
410
Private Wealth Management Group
New Jersey
$596
RWM
411
Rialto Wealth Management
New York
$596
BHWM
412
Bay Harbor Wealth Management
Maryland
$595
GSWM
413
Golden State Wealth Management
California
$447
TPCW
414
TD Private Client Wealth
New York
$447
1IA
415
1620 Investment Advisors
Massachusetts
$447
HIA
416
HFM Investment Advisors
New Jersey
$298
HI
417
Horizon Investments
North Carolina
$298
PWA
418
Principia Wealth Advisory
Texas
$298
TFM
419
TFC Financial Management
Massachusetts
$149
RJA
420
Ross\Johnson & Associates
Minnesota
$149
Toronto Dominion Bank
421
Toronto Dominion Bank
Ontario, Canada
$116
DF
422
Dunhill Financial
United Kingdom
$113
Citadel Advisors
423
Citadel Advisors
Florida
CCPM
424
Cooper Creek Partners Management
New York
FGP
425
Freestone Grove Partners
California