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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
401
Geneos Wealth Management
Colorado
$3.36K 16 +16 New
RIL
402
Rothschild Investment LLC
Illinois
$3.15K 15 -104 -87%
EWA
403
EverSource Wealth Advisors
Alabama
$3.15K 15 -2 -12%
CT
404
Colonial Trust
South Carolina
$3.01K 14 +14 New
CAL
405
Capital Analysts LLC
Pennsylvania
$3K 15 +15 New
HWM
406
Hemington Wealth Management
Virginia
$3K 18 +18 New
CFD
407
Creative Financial Designs
Indiana
$2.73K 13 – –
MG
408
Mather Group
Illinois
$2.31K 11 – –
RCM
409
Raleigh Capital Management
North Carolina
$2.1K 10 – –
FMP
410
Financial Management Professionals
Texas
$2K 11 – –
MCM
411
MV Capital Management
Maryland
$1.89K 9 +9 New
SIC
412
SJS Investment Consulting
Ohio
$1.47K 7 – –
DPW
413
DiNuzzo Private Wealth
Pennsylvania
$1.26K 6 – –
TIM
414
Tortoise Investment Management
New York
$1.26K 6 -4 -40%
WT
415
Washington Trust
Rhode Island
$1.26K 6 +6 New
A
416
AlphaQuest
New York
$1.05K 5 -9,483 -100%
CIA
417
Cape Investment Advisory
Georgia
$1.05K 5 – –
MHR
418
Matthew Hamilton Rosenberg
$1.05K 5 – –
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$1.05K 5 – –
KSB
420
Kennebec Savings Bank
Maine
$1.05K 5 +5 New
PWMG
421
Private Wealth Management Group
New Jersey
$839 4 – –
CPA
422
Capital Performance Advisors
California
$629 3 +3 New
MIM
423
Macroview Investment Management
Maryland
$420 2 – –
VAMG
424
Voisard Asset Management Group
Michigan
$420 2 +2 New
CA
425
Claris Advisors
Missouri
$419 2 +2 New
15 16
17
18 19