426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M
Name Market Value Shares Shares
Change
Shares
Change %
WPA
401
West Paces Advisors
Georgia
$2.98K 17
GWM
402
Geneos Wealth Management
Colorado
$2.81K 16
CFD
403
Creative Financial Designs
Indiana
$2.28K 13
BF
404
BOK Financial
Oklahoma
$2.21K 13 +13 New
MG
405
Mather Group
Illinois
$1.93K 11
FMP
406
Financial Management Professionals
Texas
$1.93K 11
RIL
407
Rothschild Investment LLC
Illinois
$1.75K 10 -5 -33%
MCM
408
MV Capital Management
Maryland
$1.4K 8 -1 -11%
SIC
409
SJS Investment Consulting
Ohio
$1.23K 7
RCM
410
Raleigh Capital Management
North Carolina
$1.23K 7 -3 -30%
TIM
411
Tortoise Investment Management
New York
$1.05K 6
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$1.05K 6
NFSG
413
Newbridge Financial Services Group
Florida
$1.05K 6 +6 New
NRG
414
Nemes Rush Group
Michigan
$1.05K 6 +6 New
CIA
415
Cape Investment Advisory
Georgia
$877 5
Kayne Anderson Rudnick Investment Management
416
Kayne Anderson Rudnick Investment Management
California
$877 5
CSWM
417
Cassady Schiller Wealth Management
Ohio
$877 5 +5 New
PWMG
418
Private Wealth Management Group
New Jersey
$702 4
GSWM
419
Golden State Wealth Management
California
$526 3 +3 New
GFPC
420
Global Financial Private Client
Florida
$351 2 +2 New
SO
421
Sierra Ocean
California
$351 2 +2 New
TFM
422
TFC Financial Management
Massachusetts
$176 1
AF
423
Advisornet Financial
Minnesota
$175 1 -77 -99%
PWM
424
Parkworth Wealth Management
California
$175 1 +1 New
T
425
Transce3nd
Texas
$175 1 +1 New