419 hedge funds and large institutions have $6.12B invested in WEX in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 170 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
70
Increased
118
Reduced
170
Closed
69
Calls
$83M
Puts
$215M
Net Calls
-$132M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
401
Cherry Tree Wealth Management
Minnesota
$943 +$943 +6 New
NRG
402
Nemes Rush Group
Michigan
$942
TIM
403
Tortoise Investment Management
New York
$942
NFSG
404
Newbridge Financial Services Group
Florida
$942
CIA
405
Cape Investment Advisory
Georgia
$785
Kayne Anderson Rudnick Investment Management
406
Kayne Anderson Rudnick Investment Management
California
$785
TWD
407
True Wealth Design
Ohio
$472 -$4.72K -30 -91%
GSWM
408
Golden State Wealth Management
California
$471
GFPC
409
Global Financial Private Client
Florida
$471 +$157 +1 +50%
BWL
410
Bogart Wealth LLC
Virginia
$471 +$471 +3 New
CFO
411
CVA Family Office
Colorado
$471 +$471 +3 New
SIC
412
SJS Investment Consulting
Ohio
$315 -$788 -5 -71%
CH
413
Cromwell Holdings
Wyoming
$314 +$314 +2 New
PWAM
414
Private Wealth Asset Management
Iowa
$314 +$314 +2 New
SSG
415
Summit Securities Group
New York
$157 -$15.5K -99 -99%
PWM
416
Parkworth Wealth Management
California
$157
AF
417
Advisornet Financial
Minnesota
$157
RS
418
Rakuten Securities
Japan
$157 +$157 +1 New
CA
419
CoreCap Advisors
Michigan
$157 +$157 +1 New
Norges Bank
420
Norges Bank
Norway
-$80.5M -459,361 Closed
PFM
421
Premier Fund Managers
United Kingdom
-$51.2M -300,000 Closed
Brown Advisory
422
Brown Advisory
Maryland
-$48.5M -276,639 Closed
BAMCO Inc
423
BAMCO Inc
New York
-$35.6M -203,300 Closed
WCM Investment Management
424
WCM Investment Management
California
-$19M -111,128 Closed
DCP
425
Distillate Capital Partners
Illinois
-$15.7M -89,823 Closed