439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M
Name Market Value Shares Shares
Change
Shares
Change %
ATPW
401
Ashton Thomas Private Wealth
Arizona
$5.85K 33 +33 New
BIA
402
Bell Investment Advisors
California
$5.32K 30 +10 +50%
CTA
403
Colonial Trust Advisors
South Carolina
$5.31K 30
AAP
404
Arax Advisory Partners
Colorado
$4.78K 27 +27 New
WB
405
Webster Bank
Connecticut
$4.43K 25
AssetMark Inc
406
AssetMark Inc
California
$4.43K 25 +18 +257%
CWP
407
Concord Wealth Partners
Virginia
$4.25K 24
KWAG
408
Kiely Wealth Advisory Group
North Carolina
$4.17K 24
SS
409
Sunbelt Securities
Texas
$3.9K 22
CAS
410
Coppell Advisory Solutions
Texas
$3.9K 22 +22 New
JWA
411
JFS Wealth Advisors
Pennsylvania
$3.72K 21 +3 +17%
FC
412
Fairscale Capital
New Hampshire
$3.61K 19 +19 New
RWA
413
Redmont Wealth Advisors
Illinois
$3.54K 20
UB
414
UMB Bank
Missouri
$3.37K 19 +4 +27%
BGAI
415
Bruce G. Allen Investments
Colorado
$3.19K 18
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$3.19K 18
EWA
417
EverSource Wealth Advisors
Alabama
$3.12K 17 -1 -6%
WPA
418
West Paces Advisors
Georgia
$3.01K 17
MG
419
Mather Group
Illinois
$2.61K 11 +11 New
CFD
420
Creative Financial Designs
Indiana
$2.3K 13
IC
421
Innealta Capital
Texas
$2.13K 12 +12 New
FMP
422
Financial Management Professionals
Texas
$2K 11
RCM
423
Raleigh Capital Management
North Carolina
$1.77K 10 -1 -9%
TIM
424
Tortoise Investment Management
New York
$1.77K 10
IWP
425
IAG Wealth Partners
Wisconsin
$1.59K 9 +9 New